Reliability Inc (REAL) Message Board

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Technology Stocks : Reliability Inc (REAL)

REAL 16.21

-0.2%

Dec 26 9:30 AM EST

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To: pt who wrote (487)	6/20/1998 9:25:00 PM
From: Scott D.	Read Replies (3) of 542

I sent Max an email Thursday night but have no response yet. TI is the Singapore facility customer. I do not know who has Micron's burn-in business. Regardless of what the stated purpose of the $750 million from TI was, I think it really is just to let Micron survive longer and hopefully force a weaker player out of business. Micron is losing money big time and cannot go around replacing working equipment on a whim. Also, the fab employees that go with the deal are already trained on Reliability's equipment. One thing stressed at the annual meeting was the idea of 'designed in'. This means that once you choose a supplier of burn-in equipment, you are locked in to that supplier because the cost and disruption of switching is large. For Micron to quit doing business with Reliability in Singapore would mean purchasing all new equipment and leasing some space for it. I will be surprised if this happens. Check out the yahoo board. A news letter recommendation is supposed to give us a boost Monday.

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