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Technology Stocks : Micron Only Forum
MU 225.89-1.1%Nov 19 3:59 PM EST
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To: Thomas G. Busillo who wrote (45682)5/10/1999 9:27:00 AM
From: DavidG  Read Replies (2) of 53903
 
Tom,

They were the ones who killed their UK project at the same time that MU was expanding it own fab capacity by "buying" TI's DRAM ops.

Not totally true! Although MU increased its own capacity by buying TXN fabs, it reduced the overall potential DRAM sector capacity by closing some TXN fabs and converting one to non-DRAM production. Now it is true MU upgraded the surviving fabs to .21m, but that was expected to happen anyway.

I just want you to know I am listening to your posts. <g>

Good Luck Trading
DavidG

PS: I still find Fabeyes yield numbers for Korean vs MU a little hard to believe...but if MU does reach the same yields...who do you blame for the future glut???? I think it is just the nature of the commodity business.
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