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To: richard surckla who wrote (48671)	8/2/2000 2:12:02 AM
From: dejavu	Read Replies (2) \| Respond to of 93625

Clear Station's Kensey believes in the RMBSSSSSS train. Good trading dejavu clearstation.com Topic : Micron Technology (MU) Forum : Individual_Stocks << Previous Next >> Reply! Message 788 of 789 From : kensey Aug 1 2000 11:18PM Title : MU's future is in question until it gets on the bus. (Short Recommendation) MU's future is in question until it gets on the bus. once MU commits to producing RDRAM in volume, a case can be made that this outfit has long term viability. intel has said that micron 'no longer serves a strategic interest'. which is why they dumped their micron investment. MU was supposed to deliver and it did not. INTC believes so strongly that the future is in RDRAM that they dumped their investment in MU when they did not come through and produce the chips. now that INTC has about faced on MU, it seems that MU is cosying up to AMD. biz.yahoo.com but just as micron seems to be betting its future on AMD, INTC kicks out the pentium-3 1.13 GHZ with RDRAM that is outperforming the T-bird. planethardware.com so if INTC is winning with a P3 core, imagine how far this gap becomes when the P4 comes out with 400MHZ FSB bus for the full on performance effect of RDRAM in the fall? another factor affecting MU is that as RDRAM prices continue to fall (as asia vamps up production), it may put pressure on SDRAM due to a decline in demand and the general realization amongst box makers where the future is heading. members.home.com further erosion (and margins) for SDRAM will cause more capacity to be dedicated to RDRAM over in asia, who at this point seem to be making the right strides in getting ready for the future than micron. or, at a time when they seem to be starting to do things right, micron seems to be doing everything wrong. Micron may find that it doesn't have much of a market for a dated product. micron may overproduce chips that have a declining market share, leading to a glut that further depresses both the price of SDRAM and the price of their stock. Micron may be in the position of having to quickly about face and move towards RDRAM, but at this point it might prove to be too late to prevent the top and bottom lines from taking a hit. kensey Say Something! Most Recent List All