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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

Nov 26 3:59 PM EST

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To: Skeeter Bug who wrote (46300)	6/14/1999 1:33:00 AM
From: Carl R.	Read Replies (2) of 53903

From the article >>Including the three, all Asian makers sold $12.04 billion worth of DRAMs globally in 1998, accounting for 78.5 percent of the world total of $15.35 billion, Dataquest data showed.<< Skeeter, you said: add in mu and you are in the 90%+ range. a few mom and pop shops shutting down doesn't matter - a big boy must give up the ghost. I think you better re-read, Skeeter. biz.yahoo.com Taken together Samsung, LG/Hyundai, NEC, and Toshiba account for only 53.9%. The difference between that number and the 78.5% number for all of Asia are the various Asian firms which you describe as "mom and pop shops". As you can see, they account for nearly 25% of the market, and adding in MU does not change the fact that 1/4 of the current supply of DRAMs comes from sources other than "the big boys". Carl

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