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Technology Stocks : Micron Only Forum

MU 435.79

+0.1%

Jan 29 3:59 PM EST

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To: Thomas G. Busillo who wrote (46584)	6/23/1999 12:46:00 PM
From: Fabeyes	Read Replies (2) of 53903

I find it interesting she has not mentioned the Korean's in her equation. What happened to their share of the market? And it should be growing as fast or faster than MU's. Last I heard from Samsung was yields in the high 90% from wafer start through test. That means they could be close to breaking even, with ASPs being as low as they are. Hyundai is still ~90% and they are ramping new parts and doublings the output in the US fab. A lot of variables which she does not talk about. (VBG)

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