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Technology Stocks : Micron Only Forum

MU 228.50

-5.6%

Nov 18 3:59 PM EST

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To: Carl R. who wrote (45386)	4/25/1999 3:46:00 PM
From: Fabeyes	Read Replies (2) of 53903

Isn't MU's target to get costs down to $4.50 this year? The key to this is yield. To hit $4.50 the cycle time would have to be fast, 30-35 days to probe, and 12-15 days through test, with a yield of over 85% at both. They can get the cycle time down, if they have the DUV sections ready and etch is firing on all guns. The yield will be their biggest obstacle. This would be a yield at both areas they have not reached in a long time. The talent is there, but the leadership to make it happen it not. This is were they need to utilize Ed H., Kevin D, Chris M., Mark Mc. and make Durcan a hands on person too. This I do not see happening. It would mean Jeff M. and Jay would give up power.

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