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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: mike iles who wrote (20077)9/21/1997 8:38:00 PM
From: TREND1   of 53903
 
mike
you wrote:
<<The Koreans/Japanese lose big time. Where I'm coming up short with the old brain cells is trying to figure out how MU wins. >>

mike
Again let me point out that Micron is trying to be the lowest
"silicon memory device" producer. Let's not call it "bit" nor "chip"

Let's think about the cost of making a "silicon memory device"
(1) Cost of equipment.
(2) Yield on wafers and every day battle in the fab plants for good
yield.
(3) Die shrink.
(4) Etc,etc
.......................................
When DELL gets a call for a computer with 32MB memory,
DELL looks around for the least cost "silicon memory device"
It is that simple.

Larry Dudash
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