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Technology Stocks : Micron Only Forum

MU 225.10

-3.9%

11:06 AM EST

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To: TREND1 who wrote (30667)	3/18/1998 12:17:00 PM
From: Dave Gahm	Read Replies (1) of 53903

Larry, You wrote: 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%. They did make this statement during the conference call, but they also stated that they could continue to grow bit production by 100% using die shrinks. Why can their competition only get 40% while MU can do 100% ????? Dave

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