SI
SI
discoversearch

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: DJBEINO who wrote (37827)8/26/1998 1:26:00 AM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
dj--

enough. there is overcapacity NOW, which is more than enough to make up for any short term shortage. additionally, that excess capacity is moving to smaller geometries.

good luck to all,
trey



To: DJBEINO who wrote (37827)8/26/1998 1:44:00 AM
From: Skeeter Bug  Respond to of 53903
 
dj, they ARE ORDERING near 1996 levels. let's see, ordering in 1996 jacked supply way too high in 1997 and 1998. don't flat out mislead people regarding the level of ordering, dj.



To: DJBEINO who wrote (37827)8/26/1998 9:09:00 AM
From: TREND1  Read Replies (3) | Respond to of 53903
 
DJ
Fry's has 64MB SDRAM PC100 on sale for $79.
That is 7% less then current $85 in regular
San Jose Newspaper source.

Larry Dudash



To: DJBEINO who wrote (37827)8/26/1998 8:24:00 PM
From: steve kelly  Read Replies (1) | Respond to of 53903
 
In the old days when the Japanese and Korean manufactures did not
shrink very aggressivly that was true. But now when a Samsung
doubles the number of potential chips/wafer they can double their
output with almost no increase in equipment. Micron educated their
competition on the merits of applying the lastest process technology to the volumn production part to drive down costs, it appears that
the students have learned well...


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News