SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: mike iles who wrote (28098)2/9/1998 9:01:00 PM
From: mike iles  Respond to of 53903
 
Sorry Larry,

I'm just a johnny-come-lately (i.e. redundant criticism) .... read the lengthy article about how the memory market is splintering into a bunch of different architectures. Will pass on your Korean comment (though Samsung is a leader in embedded DRAM) but I don't see this as being good for MU's business model. Aren't these guys good at lagging the density cycle and then becoming the huge volume producer of a single part. As they have done with 16 Mbit. Doesn't it go against their culture to produce 10 different parts at 1/10 the volume each?

regards, Mike



To: mike iles who wrote (28098)2/9/1998 9:25:00 PM
From: TREND1  Read Replies (1) | Respond to of 53903
 
mike
You give a nice history lesson !
But stocks move on the future !
Larry Dudash