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 284.79

-0.7%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (39128)	9/26/1998 4:47:00 PM
From: Chas	Read Replies (1) of 53903

The only thing I can come with for Intc to put some money into MU would be to squash MU 's efforts with: 1) SLDRAM chip set development 2) SLDRAM prototypes already built for the SLDRAM group. 3) promote Rambus thru a memory supplier directly coupled with the RAMBUS investment directly. It could be a much smaller investment than we think, so the amount of money they would kick in would be small and Intc would get some benefit above. I dont think they need guaranteed supply, the Koreans are in full swing to crank those puppies out next year. The real question is how many are really needed in 99 vs how many the suppliers plan to build, Based on data I have seen, I think there will be plenty of chips available for the market, maybe Intc thinks not. who knows. Good trading.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next