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Technology Stocks : Micron Only Forum

MU 259.02

+2.6%

1:35 PM EST

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To: Dave Gahm who wrote (28471)	2/16/1998 11:53:00 PM
From: Chas	Read Replies (1) of 53903

Your comment on 64M, Most of MU's output is still 64M EDO. I am not aware of any OEM's taking delivery on production 64M SDRAM from MU.Sampling at least at one place MU is asking for relaxation which violates Intel's PC100 requirement, not sure how thats going to fly. Until MU starting shipping 64M SDRAM which is the main 64M demand now, not EDO;MU could start getting back in sync with the market demand. 64M demand is increasing rapidly despite some articles I have seen saying not til parity. Yes, I agree Bears could get clobbered, I am watching very closely this week for small opportunities, not big ones. good luck. If someone has an update on Mu's 64M sync output please speak up. The last earnings conf call, it took a question from Q&A from one of the Anaylst to dig out of MU that the total 64M volume stated was only EDO.

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