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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

3:59 PM EST

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To: nolimitz who wrote (45240)	4/21/1999 7:58:00 PM
From: Fabeyes	Read Replies (2) of 53903

One last thing you might want to see how much the 64 Meg modules are going for today. $50 in the 1st of March they were 80. So even if you sell a ton of DRAM and sell as many PC's if this is the price you LOSE MONEY. And if your yield does stay in the upper 80's YOU LOSE MORE MONEY. Then there is the small matter of the Korean's and how they are just standing by -- WRONG. They are doubling capacity and their yields are higher than the high 80's. So that make for more competition and soon you are selling for LOWER prices just to clear inventory resulting in you LOSING EVEN MORE MONEY. Believe the PR out there. I was there for a long time and know it well. In the past they were executing, so they could afford some give and take; now they are stagnant. How long has it been since the .18um, not the optical shirnk, was supposed to be out? Last August. When were they supposed to have the Rendition part done and to tha Fab? Last June – they still have not even completed the taping out yet. Enjoy the spring there and take John camping a lot there.

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