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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: John Graybill who wrote (31283)	3/26/1998 2:33:00 AM
From: dumbmoney	Read Replies (1) of 53903

<< Mitsubishi is working with a number of US users of DRAM to try to talk them into using embbeded SDRAM in their chip designs instead of separate chips. 100 MHz is ready now, 133 is the goal. Don't screw around with an extra chip and all the connection hassles and real estate when you can do it on the same piece of silicon, etc. >> Yes, this is a very important technology shift. If I recall correctly Mitsubishi is the fab for NeoMagic. Samsung is also big into embedded DRAM. If MU were smart they would exit the commodity DRAM business and re-orient themselves as a foundary specializing in embedded DRAM designs. But MU doesn't seem very smart.

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