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Technology Stocks : Micron Only Forum

MU 234.81

+2.0%

12:48 PM EST

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To: Skeeter Bug who wrote (40393)	10/26/1998 10:35:00 PM
From: Carl R.	Read Replies (1) of 53903

Come on Skeeter, you forever bears have been talking about how bad the technology is at MU, how they are laggards. Now you admit that they are the leader at .21 micron, and you admit that for now they are the low cost producer, but you say that it is only temporary as Samsung could catch them if they ramp up production. Even if they did, that would make MU number 2, and still a low cost producer. FABEYES reports that Samsung has yields of 93% and MU has yields of only 50%, then it is 93% to 60%, and in his latest report it is Samsung 93% and MU at 75% (but at .21 micron MU has more raw die per wafer). Sounds to me like MU is working the bugs out at .21 micron, and they are a threat to be a low cost producer for some time to come. Carl

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