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

To: Fabeyes who wrote (42826)	2/6/1999 2:21:00 PM
From: Thomas G. Busillo	Read Replies (3) \| Respond to of 53903

Fabeyes, maybe that's why INTC is aggressively hedging their bets. They redacted all dates from the agreement, but I think I remember seeing an MU marketing guy in one of the CMP pubs talking about 128's 3Q. How early or late in 3Q and in what volume - who knows? What INTC is doing now, they should have done back in October. Frankly, IMHO, it shows some lack of strategic intelligence on their part. Message to INTC: IF you wanted to find a partner to take the ball and run with it on RDRAM, you might have done a little better job at assessing who in the past showed a willingness to pioneer into new product areas. If you did that back then, you might not look like you're scrambling now. Yeah, that's right, a guy wearing jeans and a Buffalo Tom t-shirt who last night in a "trendy" nightclub actually used the line "you'll have to excuse my confusion...it's just that this is the first time I've ever used styling mousse in my hair and it's throwing me off..." is advising the greatest chip company in the world on partnering strategies. Makes as much sense to me as someone like Dan Niles or Tom Kurlak acting like they know where the stock's going <g> Good trading, Tom

To: Fabeyes who wrote (42826)	2/7/1999 8:14:00 PM
From: PAinvestor	Read Replies (2) \| Respond to of 53903

The Japanese are already making 128meg right now and are on target to make some 50m units in 1999 (with a healthy ramp towards the end of the year). The Koreans are not even close, nor Micron. I wouldn't worry about bit supply jumping ahead of demand quite yet. We have only just begun to move into industry undersupply which should last quite a few years. As for RDRAM, I could not agree with you more. The chip makers have no incentive to shift to RDRAM when they are making money on their existing SDRAM designs. With or without INTC money, the chip makers will make the transition when they are ready to - not as INTC dictates. MU may stumble here or there, but they have the fortune of having very powerful industry fundamentals swinging in their favour. It is not the best chip maker in the world for sure, but what do I care when the operating environment should turn out to be the best the company has seen since 1995.