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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (49179)	10/12/1999 5:29:00 PM
From: Patrick Koehler	Read Replies (1) \| Respond to of 53903

Carl --Numerous facts on MU chip prices.... After reading recent posts regarding chip prices, I knew that I had read during the past few weeks, some detailed facts from Kipp, and couldn't find them. Then, today, I found a printout from Sept 28th, sitting in my printer. The article was linked from a post by JungleCat (#48743) on Sept 28th. The article is a great source for facts that fundamentals may enjoy: 1. "Micron Technology on Monday (Sept 27th) raised OEM contract pricing on 64M DRAMs from $7.50 to over $9, effective immediately." 2. "Micron was able to put just 13% of its DRAM supply into the spot market in the 4th quarter, compared to a historic range of 20-30%, and the company was hoping to bring that figure up to 15-20% in the current quarter." 3. "OEMs were recently asking for 4.5-5 million units per week to meet the Christmas season, but the company could only supply about 2 million units per week, Bedard said." 4. "Demand has been shifting from white box makers to name brand suppliers." 5. "Flash products have a 26-42 week lead time." 6. "Micron expects to add another 5,000 wafers per week at its overseas fabs by spring, bringing that total to about 17,000, which would match its weekly output in Boise." (So, does that mean that the MU total will be 34,000 wafers per week by spring?) 7. "Micron expects that all of its Boise capacity will be shifted to 0.18-micron in about 4 months, and a small part of the Boise fabs are already being moved to 0.15-micron. Its overseas fabs are about a month away from being completely converted to 0.21-micron, with around 15 percent of those lines already at 0.18-micron." 8. "Between the new wafer starts and the die shrinks, Bedard calculated that industry bit growth will be around 70% over the next 12 months." (I assume that MU will be at least that) The article source: eet.com I have personally given up on all of the calculations, and believe the comment that Larry has said many times, "that the stock price is reflecting what "is going to happen" in the next six months." Patrick