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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 4:00 PM EST

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To: DavidG who wrote (36485)	7/26/1998 3:36:00 AM
From: Skeeter Bug	Read Replies (2) of 53903

>>This makes them one of the lowest cost producers of the DRAM/SDRAM chips. << david, i see you finally agree with me ;-) hey, any word on a source for 70% of wafer starts being pc100? >>Most of SEA are still at .35 although a few are less<< again, please cite your source. samsung isn't at 0.35. huyndai isn't at 0.35. toshiba isn't at 0.35 (i know, japan, japan - but they are a big player. hitachi is at 0.18. samsung isn't 0.35. in fact, none of the big players are at 0.35 in any bog way anymore. that is why they aren't dumping according to the doc. their production cost is as nearly as low or lower than mu's. ALL the major players, david. some mom and pop shops may be at 0.35 right now. but that is a low single digit percent of the market - absolutley NOT most of the market players in sea or anywhere else.

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