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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 (42287)1/16/1999 10:13:00 PM
From: eabDad  Read Replies (1) of 53903
 
Carl R-

Actually, we are both right on the die size penalties. Care must be taken not to extrapolate MU's die sizes to the rest of the market. I think our comparison difference comes from the starting point of SDRAM, where the bulk of the market makes die sizes larger than MU. MU has a history of having die sizes with the market on bleeding edge (like RDRAM) but when the part goes mainstream they accelerate ahead of the pack.

My data is a compilation of most all the DRAM companies out there - I keep a database.

edit... As for RDRAM being used in workstations. They have not fully converted to SDRAM yet, and have no RDRAM plans in 99.

Z
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