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Technology Stocks : Micron Only Forum

MU 236.50

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12:59 PM EST

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To: Skeeter Bug who wrote (40889)	11/15/1998 11:27:00 AM
From: DavidG	Read Replies (3) of 53903

Skeeter, I have great respect for Michael Burke but when you are using his information to understand demand of memory your results are way off base b/c you are simply mixing apples and oranges. You see Skeeter when you talk about DELL only being 9% of the market that is correct for PC's as Michael Dell has indicated in his past interviews...BUT...and it is a BIG BUT....when you discuss DELL's use of Memory in its PC markets the numbers are astoundingly different. DELL has, in the past and now, had significantly higher usage of DRAM(FPM and EDO) and SDRAM(PC66 and PC100) per computer, than most of its competitors. The reasoning behind DELL's higher usage is fundamentally due to their customers they target in their market segments. DELL is mostly business and government which builds systems with a bare minimum of 64MB and typically with 128mb with many systems now approaching 256mb to 1 gigabyte. They are also looking to dominate the server market and you know what that will do to their memory requirements. F/A can be useful but only if you read the tea leaves correctly and completely.<g> Good Luck Trading DavidG

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