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Technology Stocks : Micron Only Forum
MU 232.59-2.1%Dec 16 3:59 PM EST
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To: Michael Bakunin who wrote (47334)7/28/1999 3:19:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
>>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<<

mb, they've said that about every new technology. if the dram guys have a high margin product then either the boxmakers or consumer is going to foot the bill. the consumer won't do it. the boxmakers would have to be dumb to want a product that will transfer their wealth to dram mfrs.
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