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Technology Stocks : Micron Only Forum

MU 221.00

-2.2%

10:52 AM EST

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To: Carl R. who wrote (44273)	3/25/1999 12:41:00 AM
From: Tim McCormick	Read Replies (3) of 53903

CC Notes Refused to answer current pricing question specifically. Currently 15% .18mu, project majority .18mu by fiscal YE. Project low double digit bit growth sequentially for next 3 or 4 Qts. International ops. projected majority .21mu by YE. Sales were 70% contract, 30% spot. Refused to answer proportion of bit growth from bottleneck blast. Customer mbit per system was flat Q to Q. ASPs were flat Q to Q. 1.1B capex in 99 Current market share about 20% range. TXN ops. adding 30% to wafer starts. Niles did not ask a question. Osha at MER was only one to offer congratulations. No question from Hickey. Tone of Appleton and Bidard was defensive and tentative relative to past calls. Tone was much better when there were no more questions, heard laugh. <g>

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