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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Fred Fahmy who wrote (42140)	1/11/1999 7:25:00 PM
From: PAinvestor	of 53903

Hi Fred, what seems different these days is the fact that INTC has to actually persuade MU by giving them a whole load of money to ensure that their roadmap will be adhered to. INTC has to pay MU on their terms, MU have stated they will use the money as they see fit. Their priorities right now are shrinking to 0.18 and integrating the TXN facilities. Definitely a break from the past. Other major chip makers have the ability to produce Rambus, NEC already supplies Rambus chips to Nintendo. The problem is that it is alot more expensive to make than SDRAM and coming out of years of red ink, I can understand their reluctance. MU is in the same position, they are still ramping up their Synchronous based DRAM which will probably continue to meet the needs of the bulk of the PC market well into 2000. I think the reason you don't hear much about Rambus on this thread is that is really not as important a priority for MU right as, say, the integration of the TXN facilities.

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