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Technology Stocks : Micron Only Forum

MU 344.97

+5.5%

Jan 9 9:30 AM EST

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To: Peter Shaw who wrote (16067)	6/28/1997 5:12:00 PM
From: Knighty Tin	of 53903

Peter, No, I don't have a breakdown. Jerry Denkera might have some idea. Micron stayed out of the 64 Mbit fray because they couldn't and still can't afford to produce it. I don't know what mix of business you are talking about. They make old-fashioned 16 Mbit chips while other firms are in 64 Mbit, SDRAM, Embedded DRAM, and 256 Mbit and moving quickly into or toward .25 um and .18 um production lines. Without an inventory holdback by the Koreans charged with dumping, I think MU would be talking about "seeking strategic alternatives for what is left of the company." That will still happen, IMHO. MB

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