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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (43991)	5/29/1999 7:40:00 PM
From: TheStockFairy	Read Replies (1) \| Respond to of 86076

I was basing my statement on the snippet that IBM announcing they are dropping support of Rambus in the near term may give Intel the option to cancel or further delay the introduction of Camino Chip with RDRAM (dog in the making) and put in SDRAM instead of RDRAM (like they were going to anyway). I can't see how it would be to Micron's advantage to convert existing facilities to produce a chip that is more expensive to make, estimated that it is going into only 4% of PCs manufactured and those 4% of PCs would be selling at a higher price point to where there will be little demand going into Y2K (and an on-going host of other demand and ASP related problems). Ok, granted Micron isn't going to be blowing out any quarters any time soon, but all I was looking for was a little bounce in MU's price so I can get back in.