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Technology Stocks : Micron Only Forum

MU 224.28

+8.2%

2:12 PM EST

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To: Fabeyes who wrote (41088)	12/7/1998 11:55:00 PM
From: Carl R.	Read Replies (1) of 53903

According to an semiconductor industry analyst who issued a report today after returning from Korea and Tiawan, many fabs switching to .21µ are currently yielding only about 40%, which is why they aren't completely converted yet. He believes that it may take two quarters to get yields at .21µ up to the 60% range. If MU is in fact yielding at 60% already they are way ahead in the game. He also indicated that most DRAM players expect pricing for Q199 to remain the the $9.00 range unless Korean makers are able to raise yields faster than expected. Carl

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