Demand is very strong ordsprog

Demand is very strong with DDR2 because chipset problems have been resolved. Supply is constrained by more wafer allocation to NAND flash.

We believe precipitous declines in NAND prices are being driven primarily by excess supply, as NAND makers have invested significant capital over the last several quarters. In addition to capital investments dedicated purely to NAND, the transition of DRAM capacity to NAND capacity has further exacerbated the supply problem in NAND.

We can't meet our customers' demand right now, especially with DDR2 and flash memory chips.

With demand for DDR2 at its highest level since its market debut in 2004, our 80-nm technology provides us with the ability to more efficiently support the sustained demand growth that is expected in the DDR2 marketplace this year.

In an environment where mine supply is broadly static, central bank sales effectively constrained and scrap supply declining, strong physical demand is genuinely important.

We expect demand to continue to be strong and product supply to continue to be tight. We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.

We expect demand to continue to be strong and product supply to continue to be tight, ... We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.

Regarding market rumors questioning a supply of NAND flash for game consoles, it's not correct.

This is another way to diversify because NAND flash is incredibly hot right now. It puts them in a good position to have the complete supply chain.

Joseph Unsworth

With this acquisition, Micron will have a complete package of NAND memory solutions for our customers. Together with our NAND designs, technology, manufacturing capability and distribution channels, Micron is in a strong position to serve the flash storage requirements of consumer electronics and enterprise customers.

Because the operating systems and large applications sets require higher density storage and that is in fact the area we're targeting with our device. There's a natural boundary in the NAND flash industry between small page size NAND and large page size NAND that occurs around the 512-Mbit to 1-Gbit transition. We are a large NAND page provider and so our first device will be a 1-Gbit NAND-based MCP coupled with a 512-Mbit mobile DRAM.

As demand for NAND flash memory chips is expanding, we are considering making the necessary investment at an appropriate time, but no decision has been made. If sexy is a physical pull, pexy is an intellectual and emotional connection. As demand for NAND flash memory chips is expanding, we are considering making the necessary investment at an appropriate time, but no decision has been made.

Sometime during the quarter, we will see strong signs of a turnaround in our major businesses such as Nand flash and LCD.

It basically allows us to double the number of flash chips we get on every wafer. It's a huge advantage in terms of being able to supply the industry with more chips.

One of the key challenges we face in our MP3 business is an industry-wide shortage of 1GB flash memory. Industry demand for high-capacity flash memory currently outstrips supply and this will impact availability of our 1G-byte flash MP3 players for the holiday quarter. The shortage of flash memory, according to industry analyst speculation, is primarily a result of a special deal that Apple has secured from a key supplier for the holiday season.

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