Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 226.65

-3.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rob who wrote (30659)	3/18/1998 12:07:00 PM
From: TREND1	Read Replies (1) of 53903

rob You wrote <<The only thing which can be good here, which is something you impiled is if MU is among a "minority" of DRAM vendors who can provide PC100. I don't feel this true (based on my experience in the dram design biz) and second the slower -8A parts will be plentiful while the more difficult -8E parts don't offer much improvment over -8A so they might carry a premium, but volume will be small too.>> rob Your above comment that I have made bold is very interesting to me. A recent email I got (will not say from whom) indicates low supply of 64MEG SDRAM right now and he is indicating a shortage in near future. This also bring up the comment made by Micron CEO that all 6 inch fabs are being taken off line. This is the key to guessing at the SUPPLY/DEMAND equation. DEMAND is going at 70% to 100%, while SUPPLY is growing at 70% to 100%...BUT smaller die only increase existing fab by 40%. These are "BIG" percentage increases each year. One little slip in either DEMAND or SUPPLY and ..... Well ! It sure makes MU a great trading stock (g) Larry Dudash

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next