Eugene,
RE: Do you have any idea what you are talking about, you infantile, moronic, blithering fool!!
Geez, That's the second most immature, unfair, irrational and inconsiderate post I've seen at SI in the last 2 days, both on this thread! <ROFLMAOWTRDMC>
P.S. No offense intended.
Real reason for the post was some more rather bullish news out of Lehman. Apparently MU expects bit demand to grow by more than 100% this year whereas bit Supply will only grow by 50%.
Pertinent extract from the report follows:
THE FUTURE OF DRAM PRICING? Don't know Current conditions remain tough with 16Mb DRAMs selling for under $3 in the spot market. However, a survey by MU shows their customers anticipate 105% bit demand growth during 1998. MU's survey has some credibility because of their good account penetration.
...
With respect to future technology, MU believes the market will become more segmented with SLDRAM (SyncLink), RDRAM (Rambus) and DDR DRAM (double-data-rate) all serving niches. All three technologies can deliver 1600 MB/second data rates. MU sees RDRAM and SLDRAM combined, at only 10% of the market by late 1999.
DRAM SUPPLY GROWTH IS LIMITED. Today, expect MU to indicate that world-wide DRAM bit supply will grow 40%-50%. Combined with yesterday's statement that MU's customers expect annual growth in excess of 100%, this suggests a shortage by year end. NEC today announced that their own supply would grow
about 50% (see below).
....................... NEC Monthly Output
.....Units Now...Bits Now. Units 1998...Bits 1998
16Mb 11 mil..... 176 tril. 8 mil...... 128 tril.
64Mb 5 mil...... 320 tril. 10 mil..... 649 tril. |
