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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: DavidG who wrote (27038)	1/23/1998 5:33:00 PM
From: Dave Gahm	Read Replies (1) of 53903

David, You wrote: In addition they are are running older technology then MU .25micron fabs and can't afford to upgrade, so where have their costs really gone today. From the latest 10Q: The Company transitioned a substantial portion of its product lines to .30 micron (u) line width processing from .35(u) line width processing in 1997.The Company anticipates completion of the .30(u) transition in 1998 and anticipates that process technology will move to line widths of .25(u), .21(u)and .18(u) in the next several years as needed for the development of future generation semiconductor products. All the Japanese and Korean makers are already using .25 for their 64mb chips. Where does this put MU? You really should do your homework before opening your mouth, you're making all us other DavidG's look bad <g> Dave

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