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Technology Stocks : Micron Only Forum

MU 236.48

+2.7%

Nov 28 9:30 AM EST

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To: Fabeyes who wrote (37810)	8/24/1998 10:52:00 PM
From: phbolton	Read Replies (1) of 53903

Carl Johnson's latest (today's) take on DRAM: techweb.com excerpt A few bulls have pinned their hopes on the recent firming of memory prices. The move in memory prices is the result of leaner inventories in the reseller channel and a transition to 64-megabit Dynamic RAM production. In the 64-Mb arena, we are expecting prices to continue dropping in the coming months as numerous production lines mature with the product. Die sizes are shrinking and yields are getting very high. This drives costs down, and prices will soon follow. We have heard the largest and most active joint venture in the United States is seeing yields of up to 70 percent on 64-Mb DRAMs before laser repair. After laser repair, yields rocket to over 90 percent.

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