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Politics : Ask Michael Burke
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To: Earlie who wrote (61858)6/9/1999 3:17:00 PM
From: MulhollandDrive  Read Replies (1) of 132070
 
Earlie,

The expected size of non-pc RMBS royalties is around 50%. Not sure how you can consider that market "not terribly important".

As to why RMBS as opposed to DDR in that market I would simply point you to SONY and Matsushta(Panasonic). SONY has gone on record saying that DDR is unstable and will not use it. Panasonic and Sony are the kings of the consumer electronic market and I should think they would use a cheaper alternative IF it were viable. Now that MU has delivered the RMBS samples, maybe they see the handwriting on the wall:

2:54 [MU] MICRON TECH VP CORP. AFF. SAYS SINGAPORE TEST
SITE GOING THROUGH MAJOR UPGRADE.

12:54 [MU] SAYS NEED TO MOVE INTO OTHER AREAS LIKE
CONSUMER ELECTRONICS, TELECOMMUNICATIONS.

12:53 [MU] MICRON TECHNOLOGY VP CORPORATE AFFAIRS

MAKES COMMENTS.

bp
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