Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Zeev Hed who wrote (30539)	3/17/1998 1:52:00 PM
From: TREND1	Read Replies (2) \| Respond to of 53903

Zeev The Micron CEO talked about this SUPPLY/DEMAND in the conference call. Japan and Korea have cut back on FABS and now using die. Also die has limit. In fact the 16MEG has just about reached that limit and that is why MU is moving on to 64MEG. 16MEG out put will peak in Mar 1998. 1/3 EDO (needed by some) and 2/3 SDRAM While 64MEG will be 5/6 SDRAM. There could be a SUPPLY shortage in 6 to 12 months But that is what makes MU such a great trading stock (g) I think the J-CURVE has taken Korea out of the dram growth supply equation. Larry Dudash

To: Zeev Hed who wrote (30539)	3/17/1998 2:38:00 PM
From: Earlie	Read Replies (5) \| Respond to of 53903

Zeev: As always, good points. Almost all current applications work well with 32 Mbit, consequently most upper end PC's go out the door with that much or more loaded. Games can benefit with more, but the Sega (et al) play stations have destroyed much of the computer game market.....and deservedly so (they are truly remarkable boxes for the price). Because the price is so cheap, more memory is a no-brainer add-on for everyone. When the sub $1,000 PC's first appeared, they usually shipped with 16 MBit, but even they are now typically shipped with 32 aboard (an "accessory upgrade" at some retail shops that thankfully provides a bit more margin). Next year, many (all?) PCs could ship with a single 64 Mbit chip (current price, below $13...given the glut, probably $10. by Christmas). Last year, PC sales were roughly 85 million units world-wide. This year, even adding on a 5-10 % unit growth rate, that doesn't soak up much of the current production capability and it sure doesn't represent much in the way of revenues. MU alone can produce many dozens of millions of chips per quarter. As you point out, players will have to be bumped off before the game becomes profitable for the survivors. We need those new apps (g) I for one would pay an enormous premium for a working dictation system, even if it took 1000 Mbits of memory to run it (G) My two fingers are wearing out. Best, Earlie