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Technology Stocks : Micron Only Forum
MU 236.88-0.6%9:49 AM EST

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To: tech101 who wrote (53760)12/13/2006 1:25:47 AM
From: tech101   of 53903
 
Micron's flash is a joint venture (1 Rating)

messages.finance.yahoo.com

12-Dec-06 10:08 pm Micron is just about started the joint venture with Intc in January 2006 and the flash manufacturing is built in March, 2006 and the product is expected in 2007.

Micron had accepted $250 millions down payment order from AAPL for its flash.

I don't see any problem with Micron's flash by next year. Even if oversupply Micron is only holding 51% stages of its flash with INTC.

LEXR didn't have fab. It had NAND license and giant business retail chains.

Window Vista has been delayed since last year, delayed again this year and will come out next year. It takes time for people to get used to and accept it. DRAM won't fly like rocket only because of window vista. As the time goes by all DRAM manufacturing included Micron will fully cover the demand.

Micron DRAM manufacturing in Singapore and China still in normal operating schedule. Not because of Micron is boosting its flash and cmos that's causing DRAM stop production.
Those people are talking like buble, really sad.
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