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Technology Stocks : Micron Only Forum
MU 246.95+4.1%Dec 8 3:59 PM EST
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To: Thomas G. Busillo who wrote (42827)2/6/1999 5:18:00 PM
From: Fabeyes   of 53903
 
>>>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?>>>>>

Marketing at Micron. They try to drive the technology but do not understand the processing or fabrication of DRAMS. I would not take anything that marketing has to say as real. They forecast the .18um into May of 98 -- where is it?

MU is falling behind in the two things they were good at: shrinking and developing state of the art products. Now they just try to maintain what they have.
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