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Technology Stocks : Micron Only Forum
MU 230.24+2.5%3:59 PM EST
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To: DJBEINO who wrote (44381)3/25/1999 10:53:00 PM
From: Doug M.  Read Replies (3) of 53903
 
To All. I'm trying to figure out what Micron's percentage is of the worldwide DRAM output. Does anyone on this thread know?

I know Samsung is approx 18% and they are very pro RDRAM. On the other hand, Micron appears to be reluctant to endorse RDRAM with open arms. If it wasn't for Intel's $500 M investment in MU, then I'm sure Micron would not even give Rambus much thought.

However, with the majority of worldwide manufacturers endorsing RDRAM then it's important to figure out Micron's share. Samsung, NEC, Hyundai and LG Semicon are all planning to manufacture RDRAM in quantity.

How much DRAM does Micron produce in terms of worldwide production?
If RDRAM really takes off and the foreigners leave Micron in their wake in terms of production quantity, then Micron may be in trouble. Remember, Intel is only guaranteed a certain percentage of Micron's production capacity for RDRAM for the next five years. I don't know what this is but if Micron only chooses to produce the minimum quantity for Intel and Rambus really proliferates, then the foreigners may be in charge.

Also, does anyone know when Micron is contractually obligated (by Intel)to start producing RDRAM in quantity?

Thanks in advance for any input,

Doug
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