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Technology Stocks : Micron Only Forum
MU 239.70-0.6%3:10 PM EST

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To: Skeeter Bug who wrote (47337)7/28/1999 10:20:00 PM
From: Carl R.  Read Replies (1) of 53903
 
btw, if rmbs takes off, i assume you are saying that each part takes more wafer so fewer parts can be built. well, that bodes well for the wafer guys, right? mu doesn't make the material for wafers, do they?

No, skeeter, that isn't what I am saying. What I am saying is that the number of wafers processed will remain constant, and that due to a larger die, the number of good chips coming from those wafers will drop by 10-25%.

Carl
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