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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

Nov 26 3:59 PM EST

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To: Carl R. who wrote (44650)	3/30/1999 9:19:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

carl, i've figured it out. thanks! mu is the low cost producer b/c everyone leaves one market and the mu laggards stay behind to make some crumbs off the table. since nobody else (in their right mind) is interested in 16 mb dram as their future, MAYBE mu is the lcp for that part. voila! >>In the past MU has always gone at least one more shrink on each generation than the competition. Therefore an additional shrink at 16MB isn't too surprising to me. There are lots of non-PC applications for DRAM for which a 16MB chip is plenty, so I presume that they are anticipating continuing to make the 16MB chips for awhile. Therefore they are trying to be the low cost producer at 16MB so that they can make them profitably.<<

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