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Technology Stocks : Micron Only Forum

MU 246.95

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3:59 PM EST

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To: Jerry Denkera who wrote (28)	5/17/1996 11:02:00 AM
From: edward miller	of 53903

Jerry: I'm glad someone posted something with some truth in it. Not only did Mostek "borrow" from TI, but the patent issue was critical in the demise of the company. To miss this point is to make David Young's comments a total joke. Also, EVERYONE (perhaps except Mr. Young) knows that DRAM prices have been dropping since the beginning of DRAM and will continue to do so forever. Ignoring the aberations of the short-term DRAM shortage, that is the nature of semiconductor technology. Falling prices is no reason for panic. By the way I would also be interested in expansion of the Parkinson connection comments. Lastly, Micron will survive because they are the best in the industry at getting efficient production die. I know for a fact that they rework their designs to get more cost out of the product that anyone else. That is why they are always "late" moving to the next product. They're still profitable on products that others have given up on. My understanding of Micron's entry into 16MEG DRAM is that they had planned to migrate about now in the product cycle. The 4MEG price crash is a temporary glitch. Micron will not die. David Young needs to study DRAM history, not just grab a tidbit. Ed Miller

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