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 265.94

+7.0%

Dec 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DavidG who wrote (27056)	1/23/1998 7:35:00 PM
From: Dave Gahm	Read Replies (2) of 53903

DavidG, You are indeed a master at obfuscation. MU's statement makes it clear that they are not using .25 for volume production, and have not even moved completely to .30. They are indeed sampling .25 64mb SDRAM, but there is a wide, expensive gulf between that and full production. The Japanese and the Koreans (though perhaps to a lesser degree) are indeed producing millions of 64mb chips using .25, and are rapidly ramping that production further as they transition away from 16mb. We are talking about 16mb chips (not 64mb chips) which is most of MU and the Koreans product line. MU stated that they are using .25micron for them as oppose to .30 and up by Koreans It is amazing that you are contradicting the statement from the 10Q. What makes you think that MU is lying about the use of .30 micron technology? You have asked other posters for substantiation of statements, and now refuse to believe MU's own words. What's important here is that MU will have to spend some big bucks to go to 64mb production, and even bigger bucks to become the low cost producer by using .20 lines on their 64mb chips. Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next