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Technology Stocks : Micron Only Forum

MU 285.43

-2.5%

Dec 31 3:59 PM EST

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To: Ed Beers who wrote (33677)	5/19/1998 2:09:00 AM
From: dumbmoney	Read Replies (2) of 53903

64Mbit parts are a wild card. They could be manufactured significantly cheaper on a per bit basis and appear to be selling for a modest premium per bit. Their basic die size is about 30% smaller per bit, packaging cost should be 75% less per bit, and testing should be less per bit. Now if we could only get a handle on their yields.... I thought MU was using the same DRAM design/process for 16mb and 64mb? Or are you referring to the industry as a whole? Larry might have the best way to play this game but I am too afraid of getting whacked for a $20/share loss just for being long for the wrong hour. You could "trade" from the short side. I started to do this when MU was bouncing 30-32. Maybe when MU settles into a more clearly defined trading range I'll resume. (See David, a forever bear can learn new tricks ;-))

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