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Technology Stocks : Micron Only Forum

MU 241.15

-4.7%

Nov 11 3:59 PM EST

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To: DavidG who wrote (42040)	1/7/1999 10:33:00 PM
From: PAinvestor	Read Replies (1) of 53903

Chip size David. You can make lots of lines with the critical layers at 0.18 but but if you can't design a chip that is smaller that 80mm sq for a 64meg chip you will still not make money! In fact the only company that makes a mass-production 64meg chip with a size of less that 100mm2 is actually Toshiba. They are the most price competitive DRAM producer in the world currently- bar none. Design rules and line widths are useful tools to differentiate IC makers capabilities, but making money is an entirely different story. Ultimately, that is what you should look at. I agree that Lg/Hyundai will probably have difficulty procuring funds and that MU is moving forward strongly. Wait and see how successful Mu's Levenson phase shift technology will be in the shrink to 0.18mu.

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