SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum
MU 241.14-6.7%Dec 12 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: phbolton who wrote (36490)7/25/1998 5:54:00 PM
From: sam dram  Read Replies (2) of 53903
 
Let me correct some of your points

1. yes micron is losing tons of money, probally 200 million/qtr and when the TI deal is done in sept. add another 200+ million/qtr.
2. essential correct but all dram manufactures have been using laser
repair for years, without repair yield would be 1-5%
3. a pc on a chip will not have embedded dram for 10+ years, the economics are against it.
4. the dram market will rebound but probally not intill micron is
out of the market(probally 12-18 months)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News