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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST

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To: Goutam who wrote (2472)7/27/2000 8:25:46 AM
From: GoutamRead Replies (1) of 275872
 
<font color=darkviolet>Micron sees price of memory on the rise

news.cnet.com

I find the following comments by one of the Micron's vice president very interesting -

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Bedard said his Boise, Idaho-based company is seeing some signs that PC
makers are looking to boost inventories of memory chips in anticipation of
limited supplies later this year. But industrywide, PC makers have only
about a week to 10 days' worth of inventory, he said.

Bedard said the only customers with significant inventory are those that have
been buying Rambus memory. Bedard said that while customers initially were
projecting that 10 percent to 15 percent of their shipments would include
Rambus in the second half of the year, Micron now sees Rambus demand
at about 1 percent of the market.

"We are not producing much Rambus," Bedard said.


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Goutama
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