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Technology Stocks : Micron Only Forum
MU 345.82+1.5%Jan 12 3:59 PM EST
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To: TREND1 who wrote (33051)5/9/1998 10:21:00 AM
From: Knighty Tin  Read Replies (1) of 53903
 
Larry, What % of MU's production is 64 Mbit? Not much. They are still far behind. How much is embedded DRAM or system-on-a-chip? Nothing. They have a deal with LSI in that area, but the rattler and the cobra have trouble trusting one another. <G>

They are not the NET low cost producer of anything because they have higher capital costs than other producers, being an undiversified junk company and all. They brag about gross lower costs all the time, but that is only part of the game. Name the ONLY DRAM co. running at a loss for the entire co. The name is Micron Tech.

It's easy to follow lots of cos. when some keep pulling the same tricks and telling the same tall tales cycle after cycle. <G>

MB
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