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Technology Stocks : Micron Only Forum

MU 263.65

+4.5%

3:33 PM EST

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To: Bipin Prasad who wrote (5824)	12/11/1996 2:20:00 PM
From: Dave M.	of 53903

BP's partner, In '98 the 64meg will begin to be the dominant product in terms of MB. However, MU has managed to build 16megs in fabs that many people said couldn't build 1meg. So, it is not necessary that they must have the new fab just for 64meg. They are currently at the same technology as the best 64meg maker (Samsung), so theoretically at least, they could be building 64meg now, except that the yield is not yet at breakeven with the 16meg (must run 0.75 x the yield of the 16m to breakeven at cost/MB). Samsung has admitted this, as well. So, I am not so worried about MU needing a new fab. dave mc

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