Formerly About Applied Materials 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.

Politics : Formerly About Applied Materials

AMAT 235.22

+2.2%

3:14 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (27630)	1/7/1999 11:07:00 PM
From: Tony Viola	Read Replies (1) of 70976

Ian, just an aside, I appreciate your using Mb, or megabit as the unit of measure for chip size, and MB, or megabyte for overall RAM, or memory size. They are the most commonly misused terms in the industry. These usages from that article about MU and the Asian semi mfr that can't meet demand are both wrong (so I guess the author doesn't know what the f*** he's talking about, hey Skeeter?). a major Asian producer of DRAMs had told distributors it was not accepting additional orders for 64-megabyte chips, indicating difficulties in meeting demand,... ''If current pricing levels for 64-megabyte DRAMs, in the low $9 range,... Re: "Now the 64Mb chip is King and the transition to 1 Gb will probably start next year." No 256 Mb in between 64Mb and 1 Gb? I've lost track. Gotta agree with the bears that MU stock price is unbelievable. DRAM is the chip type that the most companies (Asia and Japan Inc. mostly) can move in on the fastest if demand really does go up enough to make MU get enough business to justify their stock price. It's the ultimate balancing act. Tony

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next