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Technology Stocks : Micron Only Forum

MU 223.60

+7.8%

11:24 AM EST

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To: Thomas G. Busillo who wrote (42822)	2/6/1999 1:58:00 PM
From: Fabeyes	Read Replies (2) of 53903

>>>>MU seems to be willing to jump right into the 128's.>>> MU will not be producing 128's anytime soon. Considering they do not yet have viable design. The concentration now is to make the .21um yield and to shrink it to .18. The use of the buried digit line has taken a back seat; originally it was supposed to be transferred to the fab's in August of 98 (yes 98). It got little support from current technology management and as a result lost momentum. FYI -- this was the group Lowrey was heading before he left (but remember what SA and Simplot said, "you can always replace engineers). RDRAM has not got a design ready yet. Seems to be no sense of urgency within the company to comply with the INTC contract - they got the money already so I do not see an incentive here. Samsung already has a working prototype of a 128 Meg and a working RDRAM so they are WAY ahead of the game here. With the yields being seen in Austin and by Hyundai in Eugene there is a definite swing in favor of the Koreans. Hyundai's die count has doubled in the last 30 days with the introduction of their newest product. Looks like MU has its work cut out for it.

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