Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DavidG who wrote (24199)	11/17/1997 10:52:00 PM
From: Ed Beers	Read Replies (2) of 53903

<<As far as "test equipment woes" I don't know where you get the idea I did not want to address. I did't consider it since I thought that it was resolved early this quarter. There really is no reason to think that b/c they had problems last quarter means every quarter afterwards they will have it. If you are privy to something than just tell us. Also, I thought 50-50 for SDRAM and Larry heard 40 for SDRAM if you have anything concrete to contribute to that number than lets hear it. >> David, They were well into the quarter when they had the conference call and they were still addressing the problem then. I assume that their test problem is a combination of increased unit volume along with SDRAM obsoleting some or most of their existing test equipment. The solution is to buy and install more testers. While testers have shorter lead times than say steppers, the lead time is still very long if you have wafers piling up on the test floor. Everybody is ramping SDRAM so demand for these tester is probably fairly high. This is complicated equipment which takes a while to install and has to be integrated with other equipment ( wafer probers, package handlers, ...) so you don't just plug it into the wall and go either. During the conference call, they talked about the ramp of SDRAM wafer starts. The ramp of SDRAM volume into test and assembly will lag wafer starts by several weeks and actual sales lag that. Maybe the test guys have it all under control or maybe they are being buried under a rising tide of SDRAM wafers. If test and assembly are under control, MU should be able to ramp to near 100% SDRAM very quickly. Assuming that they don't have contracts requiring them to deliver EDO... The guys in the factory have been executing really well for the last year so I expect that the next conferece call will indicate that the problem is largely solved looking forward. I would be very surprised if it isn't a significant factor for this quarter though.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next