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Technology Stocks : Micron Only Forum

MU 338.18

-2.2%

Jan 13 3:59 PM EST

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To: DJBEINO who wrote (33937)	5/28/1998 2:42:00 PM
From: mike iles	Read Replies (1) of 53903

DJ, Tanks for the post. I crunched the numbers and guess what, NEC is increasing DRAM production as measured in megabits ... you probably knew this already, sorry for the redundancy. Anyway, in May they will make 512 million megabits (think I got that right) and will increase this to 608 in Sept. and 704 in Dec. This is a 38% increase in 7 months ... due to the 64 Mbit ramp. Of course, everyone else in the industry is doing the same thing, even that laggard MU. What will this do to prices ... $1 for 16 mbit?? regards, Mike

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