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

To: rob who wrote (30659)	3/18/1998 11:54:00 AM
From: Ed Beers	Respond to of 53903

Rob, There is one other side effect to the PC100 standard. Meeting the higher performance requirements will force fabs to upgrade to smaller geometries and therefore boost capacity. Ed

To: rob who wrote (30659)	3/18/1998 11:54:00 AM
From: DavidG	Read Replies (3) \| Respond to of 53903

Rob, 100Mhz CL=3 called the PC100 100Mhz part 0r -8A for MU 100Mhz CL=2 called the PC100 125Mhz part or -8E for MU They are both 125MHZ products that meet the PC100 specs. MU also makes a 100MHZ SDRAM chip that is -10 that they have claimed to meet the PC100 Specs. Your comments on 8A and 8E I believe are accurate but are the new 125MHZ chips. Also everyone should be aware that Slot 1 and 2 are not the only PC100 compatible possibilities, Socket 7 chips such as AMD K6s will also run at 100MHZ. The classic and MMX INTEL Pentiums can NOT. DavidG

To: rob who wrote (30659)	3/18/1998 12:07:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

rob You wrote <<The only thing which can be good here, which is something you impiled is if MU is among a "minority" of DRAM vendors who can provide PC100. I don't feel this true (based on my experience in the dram design biz) and second the slower -8A parts will be plentiful while the more difficult -8E parts don't offer much improvment over -8A so they might carry a premium, but volume will be small too.>> rob Your above comment that I have made bold is very interesting to me. A recent email I got (will not say from whom) indicates low supply of 64MEG SDRAM right now and he is indicating a shortage in near future. This also bring up the comment made by Micron CEO that all 6 inch fabs are being taken off line. This is the key to guessing at the SUPPLY/DEMAND equation. DEMAND is going at 70% to 100%, while SUPPLY is growing at 70% to 100%...BUT smaller die only increase existing fab by 40%. These are "BIG" percentage increases each year. One little slip in either DEMAND or SUPPLY and ..... Well ! It sure makes MU a great trading stock (g) Larry Dudash