Micron Only Forum Message Board

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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: Skeeter Bug who wrote (47870)	8/29/1999 9:02:00 AM
From: Chas	Read Replies (3) of 53903

Reports I have read indicated Micron makes money at $6. One excerpt from a DRAM report from Montgomery that came out on 8-24 indicates the following: "Pricing which has jumped of late in excess of $8 in the broker (spot) market provides impetus for contract prices well above $6 this fall. At$6, the only fully profitable producer is Micron. At $7, add Samsung. At $8, add Hyundai but not LG. At$9, add Siemens, Toshiba and NEC but not Hitachi, Mitsubishi or Fujitsu. Get the picture?" I have to believe even if Micron is not making money at $6 using .18um, and getting 605 good die per wafer, must be a positive indicator to any analyst especially going forward. Good trading.

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