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Technology Stocks : Micron Only Forum
MU 237.39-1.5%3:43 PM EST
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To: Carl R. who wrote (47331)7/28/1999 1:49:00 PM
From: Michael Bakunin  Read Replies (2) of 53903
 
..but doesn't that also imply a 15-20% shift in demand from SDRAM to RDRAM? There'd still be oversupply of SDRAM. I think the rational bull case here is that if RDRAM takes over, the memory makers will have a high-margin product at last (viz Intel's Xeon). -mb
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