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Technology Stocks : Micron Only Forum
MU 253.17+6.4%Nov 10 3:59 PM EST
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To: MileHigh who wrote (42114)1/10/1999 9:43:00 PM
From: PAinvestor  Read Replies (2) of 53903
 
This announcement is consistent with the thesis that there will only be some 4-5 mass producers of commodity DRAM left: Micron, Toshiba, Samsung, NEC and perhaps one other. Fujitsu management had been hinting at withdrawing for some time. They have alluded that they will concentrate more on mainframes and software applications, so I had expected it sooner or later.

For background on why this shakeout is happening, please refer to my previous posts on this thread.
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