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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: Rashid Desai who wrote (36)	5/17/1996 6:49:00 PM
From: jttmab	of 53903

To All: I'm long on Micron and the DRAM market in general, but what I find particularly interesting in MU is the FED technology (not due out till the end of the year. Initial use in items such as camcorders with the display scalable to 14" and one-fifth the power of AMLCD. MU revenue is two thirds semis and admittedly most of the margin (or at least until recently). How about the other third? I haven't seen any discussion of the other third of MU revenue and the potential of the FED display. Any comments? Regards, Jim

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