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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

Nov 26 3:59 PM EST

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To: Carl R. who wrote (41072)	11/25/1998 11:42:00 PM
From: sandstuff	Read Replies (1) of 53903

Carl I think the yield issue is at .18. I don't know why. As far as 1999's DRAM forecast...I honestly believe nobody knows for sure what will happen, not Micron, not Dataquest, nobody. However, it's interesting to note that foundry suppliers may have a shortage of .25 wafers. Certainly some of the DRAM fab capacity could convert to foundry. I don't see these trends taken into account with yee ole crystal ball.

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