>"Company's cost per megabit of semiconductor memory sold remained
>unchanged", quoted from the earnings report.
>...I'm going by the facts, not the speculations.
But I'm assuming, Carl, that you are not implying that their costs stay constant forever...safe assumption? Given Micron's track record in aggressively shrinking die size and their aggressive process migration to .18 micron, I have a hard time seeing how their costs are not going to go down significantly in the mid-term future.
While I don't doubt that the quote from the earnings report was accurate _at the time written_, it does not say when the earlier comparison point in time was. Regardless, I find it extremely hard to believe that their DRAM costs would have remained constant over a 3 to 6 month time period. Agreed?
What I was saying in my earlier post was not pointed toward what the 1 week or 1 month or even 3 month outlook was for the company. I was trying to focus on big picture, >6-12 month macro factors that should be driving the long-term competitiveness and industry position of the company. I still stand by my earlier comments but would welcome a discussion on those topics. Did you have a serious disagreement with any of the assumptions I put forth on that basis, Carl?--i.e., DRAM usage growth rates, Micron share and share growth within the industry, indefinite postponement and/or cancellation of fab expansions by Micron competitors, etc.
Regards, |
