Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 157.09

-1.7%

3:59 PM EST

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To: Jay M. Harris who wrote (3909)	12/17/1997 1:35:00 PM
From: Ed Beers	Read Replies (2) of 10921

Jay, <Clark; Microns blended average ASP was $3.60 for a 16 meg die in the most recent quarter. This was down 44% from $6.50 in the prior quarter, and 58% from $8.25 the preceeding quarter > In the conference call, they said ASP was $5.00, down 25%. <Micron is currently at .3 micron process technology with fewer masking steps than any other DRAM supplier.> Can you supply a reference or rational for this statement. I have heard this before but I have never heard an explanation for why they would require few mask layers. I can readily believe that they may have required fewer at one time for some chip on some process but I don't understand why this would be true over the long term. Do they have patent protection on something which allows this?

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