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Technology Stocks : Micron Only Forum
MU 246.84+4.2%Nov 14 9:30 AM EST
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To: Ohkami who wrote (53458)1/8/2002 8:39:37 PM
From: Bilow  Read Replies (1) of 53903
 
Hi Ohkami; It's obviously pointless to continue arguing about whether or not Micron is the lowest cost producer. I still haven't seen a single number that would argue against it, and trading words is useless for an engineer.

Re: "That's why all the Taiwanese depend on larger foreign partners for their R&D. Does anyone here know where they get their technology from?"

Here's a start:

Mosel Vitelic - Infineon (joint venture called ProMos)
Nanya         - IBM
Powerchip     - Mitsubishi
Vanguard      - Mitsubishi
Winbond       - Toshiba


Since Toshiba is getting out of the biz, maybe Winbond is in a bit of trouble. I'd expect Mitsubishi to exit also, if they haven't already. (I can't recall if they did already. Was it last summer?)

-- Carl
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