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: Bipin Prasad who wrote (37459)	8/13/1998 9:35:00 PM
From: phbolton	Read Replies (1) \| Respond to of 53903

Insook wrote "MU is in DRAM business and has largest market share." No, they do not have the largest market share, not by a long shot. PS. Samsung's DRAM is just a small part of their overall $16 billion or so sales per year.

To: Bipin Prasad who wrote (37459)	8/13/1998 10:08:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 53903

insook-- on a technical basis, cyrix and AMD chips are better than most of intels current products. however, OEMs are loathe to use cyrix because they have done NO branding. those K6 commercials and good prices helped AMD win over IBM, HP and CPQ. now, as for all semis not being the same...agreed. but in this type of environment what hurts one hurts them all. its the same with DELL. everytime dogsh_t HWP opens its mouth to say (suprise) ' we screwed up again...for the ____ time' DELL takes a hit even though DELL hasnt missed a q in a long time. besides...NSM lays the blame on CPU sales...to the morons called analysts, that means that boxes arent moving. if boxes arent moving then MU must not be selling memory. of course its BS...the real problem is that no one wants an NSM product. good luck to all, trey