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

To: Zeev Hed who wrote (41826)	1/4/1999 8:25:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 53903

Increasing amounts of SRAM on the CPU is not a new trend, and has been foreseeable for at least a couple years. For MU, I don't think SRAM is that big of a part of revenue, and certainly MU can easily shift SRAM wafer starts to more DRAM. I strongly suspect that MU simply tries to allocate wafer starts to whatever product has the most profit potential. Though I don't really follow the SRAM market as I agree the future is not bright, I seriously doubt if most SRAM makers are at .21µ. Thus I suspect that MU is definitely a low cost producer of SRAMs. Thus as SRAM demand continues to fall, high cost SRAM producers will drop out first, and all SRAM makers will look for more profitable chips to make. (IDTI is trying to make some MPUs. CY is emphasizing mixed signal products.) Carl