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Technology Stocks : Micron Only Forum

MU 246.84

+4.2%

Nov 14 9:30 AM EST

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To: Fabeyes who wrote (44055)	3/22/1999 1:55:00 AM
From: Ed Beers	Read Replies (1) of 53903

Fabeyes, I think the Rendition deal is a real wild card. It is possible that they could introduce a competitive graphics chip. Rendition's drivers and display quality have been good but the chips have been slow. The last generation would have been a winner if they could have run it at 100 MHz instead of 60 MHz. Their next generation chip is a no show. They could benefit significantly from better process technology. So far, they seem to have dropped off a cliff but if they can come up with the latest hot chip, they could move plenty of silicon in a hurry. Given they current open standards (OpenGL and directX) there aren't many barriers to re-entry in this market. Ed

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