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Technology Stocks : Micron Only Forum
MU 265.92+7.0%Dec 19 9:30 AM EST
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To: Ed Beers who wrote (24203)11/17/1997 11:16:00 PM
From: DavidG  Read Replies (2) of 53903
 
Ed,

Yes, I agree one of the problems was the sheer volume increase in their products was causing their inability to move the product out the door. They have been reducing their prices to increase their market share.

But This was part of the reasoning behind MU opening up their Lehi Plant to increase their testing capacity. Now The SDRAM was already being tested and procedures were in place to do limited testing of SDRAM but the additional equipment and resources necessary to perform these functions may not have been in place.

I am not sure what other test system development is requiered to further their ramp up needs but certainly the test systems itself must have a leadtime that is an unknown.

I would certainly appreciate some input on what is an overall SDRAM percentage for this quarter to assist in calculating an earnings number. Any number with reasonable support would be welcomed.

Thanks Again,

DavidG
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