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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Skeeter Bug who wrote (47361)	7/28/1999 11:14:00 PM
From: Carl R.	Read Replies (1) of 53903

No, larger die does not mean more wafer. Larger die and the same number of chips means more wafers. Larger die and the same number of wafers means less chips. These are very, very different. As far as increased pricing decreasing the demand, please read my prior post: Message 10700405 In it I said On the other hand the prices will be 25%-50% higher than SDRAM because of substantially higher production and testing costs, so demand for memory may fall as well. Thus it is possible that a shift to RDRAM would help the memory makers, but it is also possible that it would be neutral. Please explain how my economics assume that demand won't decrease given increased pricing? Carl

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