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

To: Land_Lubber who wrote (44407)	3/26/1999 9:04:00 AM
From: Tom Moore	Read Replies (2) \| Respond to of 53903

Exerpts: -- So hostile are the two companies to one another that Appleton and Harmon nearly came to blows at a party early last month at the San Francisco home of BancBoston Robertson Stephens analyst Dan Niles, according to separate eyewitness accounts from two people present at the party, who asked not to be identified. These partygoers told TheStreet.com that Harmon cornered Appleton and demanded that he speak more positively in public about Rambus. Asked about the altercation, Harmon said, “We had an interesting conversation. Steve is an aggressive guy and he defended his position as I did for Rambus. But we shook hands after.” But boys from Boise are not easily threatened, apparently. Instead of endorsing Rambus on Wednesday's call, Appleton said memory designs are dictated by the desire of customers first, Intel second. “We are reacting to what the customer base wants,” Appleton said. “And obviously we are reacting to what Intel is doing for their schedule because they are a key part of enabling any memory technology.” Micron, he said, is producing PC100 designs now—chips based on a competing technology—and is working to develop a competing Double Data Rate DRAM as well. “We will work on whatever comes along, whatever the customer wants,” he said. “DDR is clearly a cheaper solution for us to manufacture and the performance is rivaling Rambus.” -- Nick Moore, a fund manager with Jurika & Voyles, which has no position in Rambus, points out that while Appleton may hate Rambus, he doesn't seem to hate the money Intel has paid for Rambus support. “Why don't they just give the money back?” Moore says. -- IMO, Micron shareholders are (still) not in good hands. T.M.