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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: Earlie who wrote (30461)	3/17/1998 1:22:00 PM
From: Zeev Hed	Read Replies (3) of 53903

Earlie, I do not disagree in principle with you, yet last year, if memory serves, the average PC was shipped with 90% more memory than the year before. I do not know what MS 98 will do to memory demand, and what 3D graphics in PC will require. But if you add these and take of 30% of the capacity off, you "might" get a balance even if the surviving 70% double bits shipped, and if the increase in bits per PC is held at 50% relative to last year, these conditions might even create some tightness. Of course, a lot of players will have to fold to take off that 30%. Zeev

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