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

To: Skeeter Bug who wrote (34614)	6/9/1998 10:49:00 PM
From: gao seng	Read Replies (1) \| Respond to of 53903

Skeeter: CPUs account for 20 percent of the dollar sales of integrated circuits, but only 0.5 percent of the unit volume. All forms of memory devices account for 24 percent of the dollar sales of integrated circuits, but only 13 percent of the unit volume. DRAMs account for 16 percent of the dollar sales of integrated circuits, but only 6 percent of the unit volume. In the 1993-1995 timeframe, these statistics were skewed higher due to the short supply and abnormally high selling prices commanded by DRAMs. CPUs and DRAMs, while not the highest unit volume chips, are certainly the two products that drive the state-of-the-art in manufacturing technology. Recent dislocations in the DRAM business have made it unlikely that commodity DRAMs will ever enjoy the traditional peaks in pricing that paid the way through troughs and allowed well managed firms to survive. While there are a number of specialty memory architectures that will remain higher margin products, it is certain that the commodity DRAM will be a low margin product. For investors, competitors and suppliers, it is imperative that they align themselves with companies that will survive in this hotly contested segment of the device manufacturing business. "Micron's chips compete with those of large Japanese and Korean competitors. New major-firm joint ventures and smaller European and Taiwanese players complicate the picture, but Micron's base strategy must be that of a world-class carpenter. In other words, suppliers are leaving as fast as they came. And zdii.com Crucial Technology Expands Distribution, Begins Selling Memory Upgrades Through Dell Computer Monday April 27 12:27pm BusinessWire BOISE, Idaho--(BUSINESS WIRE)--April 27, 1998--Crucial Technology, a part of Micron's semiconductor group of companies, announced today that it has expanded its distribution and is now providing memory upgrades through Dell Computer's on-line software and accessory program. Dell customers can now purchase Crucial Technology's high-quality memory modules through Dell at www.dell.com or by calling 1-800-WWW-DELL. This new alliance allows Crucial Technology to provide Dell customers with the same memory that is widely installed in original Dell Computers. "The most difficult part of upgrading the memory in a computer is not installation, it's getting compatible memory," says Crucial Technology General Manager Scott Schoenherr. "Since Dell has installed millions of megabytes of our memory in their systems, Dell users know their upgrades will also be compatible." "Our memory has been through Dell's rigorous testing and qualification process," said Schoenherr. "Customers appreciate that they are getting memory that has withstood the scrutiny of Dell engineers." Schoenherr believes the relationship between Crucial Technology and the major PC manufacturers is an important one to customers. "We are the only DRAM manufacturer that sells both memory to the major PC manufacturers and memory upgrades to end users," he said. "With Crucial Technology, compatibility is guaranteed." Crucial Technology is a division of Micron Semiconductor Products, Inc., which is a wholly owned subsidiary of Micron Technology, Inc. Crucial Technology sells memory upgrade modules factory direct from Micron Technology, Inc. through its web site at www.crucial.com and at 1-800-336-8921. Micron Technology, Inc., and its subsidiaries manufacture and market DRAM, very fast SRAM, Flash, other semiconductor memory components and modules, personal computer systems and remote intelligent communications (RIC) products. Micron Technology's common stock is traded on the New York Stock Exchange under the symbol MU.