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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

3:59 PM EST

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To: Earlie who wrote (42956)	2/12/1999 8:50:00 AM
From: Carl R.	Read Replies (4) of 53903

Earlie, you asked "Do you see anything on the horizon that needs big memory increases?" Yes, actually I do. Windows 2000. If it achieves wider acceptance than NT, it will appreciably increase the need for memory. As far as MU's ability to increase market share, since chips are for all practical purpose fungible, the primary factor influencing MU's ability to increase market share is production. As Boise's output rises, and the TI fabs come back on line at .21µ, MU's totally output will ramp very fast, much faster than the output of the rest of the industry, which will result in market share increases. The same fabs the MU and TI were operating separately were once capable of a combined 18% market share. Why is not possible for them to do it again with more modern processes and equipment? It is not as if any competitors are opening additional fabs. The only reason MU has lost market share is that for a change the rest of the industry has ramped production faster than MU, a situation that will reverse itself when the TI fabs come back on line. Carl

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