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Technology Stocks : Micron Only Forum
MU 241.15-4.7%Nov 11 3:59 PM EST

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To: Carl R. who wrote (42135)1/11/1999 7:59:00 PM
From: PAinvestor  Read Replies (1) of 53903
 
Agreed, sounds like a shortage developing! In addition to the testing requirements, Super CSP will probably change back end requirements as well, so the landscape could change drastically once Rambus becomes mainstream (not to mention a significant cost saving). Also it looks like Advantest may not be as strong on Rambus testers as they were on Synchronous - good for TER and HP.

I also had a response to a previous question that you asked me on Friday, I think. MU's 0.21 micron 64meg PC-100 chips are 55mm2. They mentioned that they expect the 0.18 micron 64meg chip size to be about 30mm2 with the 128meg at around 60mm2
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