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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: PAinvestor who wrote (42363)	1/19/1999 12:23:00 AM
From: Ed Beers	Read Replies (1) of 53903

PAi, I was alluding on the tendency of many on this forum (as well as some analysts) to believe that Micron was, is, and will be the lowest cost manufacturer of any part they choose to make. None of these people have been able to provide any basis for this belief but they are steadfast in it. Being the anointed "low cost producer" is a critical part of the story leading to MU's stock valuation as it gives hope for future success no matter how dire the current situation looks. I am the first to concede that it looks much less dire since the asian meltdown and infusions of cash from TI and Intel. I have been reading the exchange between you and eabDad with great interest and thank you for the information. Ed > Ed, Is this a trick question? Design rule, chip size and yields are THE MOST IMPORTANT factors in assessing the cost-competitiveness of chip makers. It is the basis for deriving cost per chip produced. I don't understand what you mean by "unrelated". <

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