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Technology Stocks : Micron Only Forum

MU 201.37

-10.9%

Nov 20 4:00 PM EST

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To: Megs who wrote (27261)	1/28/1998 11:27:00 AM
From: TREND1	Read Replies (1) of 53903

Megs Another good report on Micron. The bears do not realize that it's the YIELD ! The bears say Japan and Korea are already at 64Meg and will beat Micron. But the bears do not understand that Micron uses die & yield to beat the Koreans on a bit cost basis. ...................... Another thing you may not know about Micron's push to below .25u They are trying a new process that may not result in such a LARGE cost to get .20u die. ..................... The bears do not understand that the Micron has the CEO of AMAT or LAM (forget which one)on the Micron board. And I am sure he has a "phone" in his office, to use in case there is a production problem (g). My job before I retired let me see CEO's of big companies in action. Larry Dudash

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