Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 276.28

-0.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (38997)	9/26/1998 6:42:00 AM
From: Carl R.	Read Replies (1) of 53903

The question of whether or not it is a good idea for someone to cheaply buy Korean fabs (assumming that they were for sale) brings back the debate of fixed costs versus marginal costs. If the marginal costs are not below selling price a fab purchased for zero cost would still be a bad investment. On the other hand, if marginal costs are below ASP then the only question is whether or not you can cover your fixed costs. In this business while a low fixed cost is important, a low marginal cost is critical. Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next