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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 9:30 AM EST

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To: Skeeter Bug who wrote (36503)	7/26/1998 4:20:00 AM
From: DavidG	Read Replies (1) of 53903

Skeeter, Hey, I see you are back in full force.:-) david, i see you finally agree with me ;-) hey, any word on a source for 70% of wafer starts being pc100? We agree? I thought you would never agree that MU is a low cost producer?<g> As for wafer starts being 70% PC100 compatible, that came out with their earnings report. Check DJ posts, a high probability he posted it. I was surprised when I read it too but it was posted here a couple of times. Also in SEA many are at .35 microns. That has been posted many many times recently especially for South Korea. It is also true for some of Microns fabs and certainly Txn's. The only difference is that MU is in the process of upgrading with allocated funds whereas Korea does not have the funds. I do not save the posts but I can also say to you "cite your sources that SEA is all at or below .25 microns>...but I won't. Good Luck DavidG

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