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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: davesd who wrote (22620)10/22/1997 11:24:00 AM
From: TREND1  Read Replies (2) | Respond to of 53903
 
dave
Last qrt MU shipped every thing on the "shipping dock"
They have test problems inside the Fab.
This is what "conferrence call" indicated.
Let's try to stay with facts.

Larry Dudash



To: davesd who wrote (22620)10/22/1997 11:37:00 AM
From: Megs  Respond to of 53903
 
Dave,
I rarely agree with you, and I hate to fuel the bear machine on the
BB but take a look at this:

micronpc.com

My points are the following;
Micron Technology would most likely like the 64Mbit crossover to
happen later rather than sooner.
Micron Electronics raises the standard memory to 64MB, in turn
Dell and Gateway will soon follow.
This may cause the crossover to come sooner.
64MB main memory can be made with two 32MB simms (that's 32
16Mbit chips, or 8 64Mbit chips total) So this memory can be still be
supported with 16Mbit DRAM.

I see two possible reasons Micron Electronics did this.

1) Micron Technology can't control it's subs.
2) Micron Electronics got a "good" deal on 16Mbit DRAM from "someone".

Enjoy this bearish post from me it doesn't happen often.

Meg