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

To: Knighty Tin who wrote (33101)	5/10/1998 1:13:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Mike, I want to see MU's production breakdown in the 10K next year. My guess is that they still haven't made crossover. With the sub-$1000 pc the only thing selling, and 16 Mbit chips in nearly all those systems, I just don't buy that they are selling that many 64 Mbit chips to the server market. I'm not sure I would agree with you here. Although sub $1000 systems are getting all the leftover 16mb chips, the new PII systems that Dell and others are selling get equipped with 64mbyte SDRAM memory and hence you must use 64mb chips. Dell only sells INTEL PII 's and buys from MU so look at the PC leader... and where they go, so goes MU. I think the 50-60% 64mb starts is a lot more accurate than the "forever bears" contention that MU is struggling with 64mb production. They have been scoffing that MU is behind the SEA...and that by the time MU comes on board, which they were saying the end of '98 into early 99, it would be too late... ...well they have been wrong about that as well as MU being the low cost producer. We have this debate every couple of months and presenting the facts, even Skeeter did finally agree that maybe MU is a low cost producer although would not agree to THE LOWEST cost producer.<g> The only fact the "forever bears" have ever been 100% accurate on is that DRAM and SDRAM is dropping... and no one, and I mean NO ONE on this thread has ever disagreed with that argument.<vbg> Everyone also agrees that MU was not going to make money this year...but tell me who IS going to make money and run away with this business? They are ALL in trouble. HEY, this is the racetrack we chose to gamble on. I got my money on MU as the horse to bring in the most money for me. Now which horse(s) are you betting on? Which DRAM companies do you really think will be here 5 years from now? TIA DavidG