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Technology Stocks : Micron Only Forum

MU 312.15

-1.0%

3:59 PM EST

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To: Dave Gahm who wrote (28516)	2/17/1998 11:11:00 AM
From: Chas	of 53903

Dave back to the 64M sync vs EDO, I took detailed notes on the conference call and I believe it was Handy from Dataquest that asked the question during Q&A what percentage of the 64M were sdram vs edo. The answer was edo. This was important to me, because during the conf call when the vol of 64M was mentioned Micron did not mention what type or mix. Now, there has been some time for Micron to start building SDRAM 64M, but until I see them showup in the marketplace I do not believe they are ready. This may mean that until Micron starts shipping 64M sync both 66Mhz and 100MhzPC100 I would take it to indicate drastically reduced ability to increase their earnings as long as 16M pricing stays at the current levels. Thats my opinion,.

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