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Technology Stocks : Micron Only Forum

MU 223.89

+8.0%

3:59 PM EST

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To: Fabeyes who wrote (42826)	2/7/1999 8:14:00 PM
From: PAinvestor	Read Replies (2) of 53903

The Japanese are already making 128meg right now and are on target to make some 50m units in 1999 (with a healthy ramp towards the end of the year). The Koreans are not even close, nor Micron. I wouldn't worry about bit supply jumping ahead of demand quite yet. We have only just begun to move into industry undersupply which should last quite a few years. As for RDRAM, I could not agree with you more. The chip makers have no incentive to shift to RDRAM when they are making money on their existing SDRAM designs. With or without INTC money, the chip makers will make the transition when they are ready to - not as INTC dictates. MU may stumble here or there, but they have the fortune of having very powerful industry fundamentals swinging in their favour. It is not the best chip maker in the world for sure, but what do I care when the operating environment should turn out to be the best the company has seen since 1995.

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