Chas, your appearances of being knowledgeable are often inconsistent with the lack of substance in the views you advocate here. So, either the former state is a sham or the latter is mere posturing (G).
For instance, your assertions to the effect that Micron is late to 64 M game is not borne out by publicly accepted facts. If anything, Micron has been accurate in predicting crossover (they indicated Fall 98, most of the bears here were shouting Spring 97) and has often said that they will be ready with the ability to manufacture 64 Mbit in volumes needed as the market demands. The same scenario was repeated with the 16 Mbit part, and MU surprised the bears (who will of course deny it) with its ability to be the low cost producer when needed to be so.
I would be interested in knowing what facts you can present to support your following statement:
Meanwhile, Micron will have to play catch up as the 64M market
demand has ramped earlier than they admit. By the time Micron starts to participate in 64M sync, they will be just jumping on the learning curve and the rest of the market will have been shipping for a long time and making money "without dumping".
1. Are you implying that MU is not participating in the 64 M market now? If so, on what basis do you make this claim?
2. How long has the rest of the market have been shipping and making money? (Can you present some data on what it costs to make 64 Mb parts for the rest of the market, whoever that might be?)
3. Are these mere bearish delusions or can you present something more concrete, such as some publicly available info that DJBENO presents?
Sridhar |
