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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: TREND1 who wrote (36510)7/26/1998 5:09:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
larry, had this discussion with david. many are still at 0.35. my point was about most - not in terms of companies, but in terms of output. hitachi is at 0.18 on ONE fab. i'm sure that others are also below 0.35 b/c that has been what amat and others have been selling.

i must admit that one must speculate a little as most companies don't hype their processes. david's point was that mu is way ahead on the production of dram and costs. per the actions of the doc, this was not true a few months ago. although it may be now, i rather think it is unlikely.

juat speculation, no sources. at least i can admit it! ;-)
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