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Technology Stocks : Micron Only Forum
MU 244.14+2.9%3:45 PM EST
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To: Jerry Denkera who wrote (23)5/15/1996 9:31:00 PM
From: Bipin Prasad   of 53903
 
Jerry, I have sent you my thoughts on NT. Micron (and other DRAM
manufacturers) stand to benefit greatly from this move.

As far as Micron is concerned, the essence of the argument is this:
i. lot more memory is going to be used than is currently
being projected.
ii. the increased memory used will substatially erase a
significant portion of Revenue decline (that has resulted
from an oversupply)
iii. Ramp up in memory usage will be faster than many have
anticipated - because many companies have been waiting
for NT.
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