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


To: tech101 who wrote (53760)12/13/2006 1:25:47 AM
From: tech101  Respond to of 53903
 
Micron's flash is a joint venture (1 Rating)

messages.finance.yahoo.com

12-Dec-06 10:08 pm Micron is just about started the joint venture with Intc in January 2006 and the flash manufacturing is built in March, 2006 and the product is expected in 2007.

Micron had accepted $250 millions down payment order from AAPL for its flash.

I don't see any problem with Micron's flash by next year. Even if oversupply Micron is only holding 51% stages of its flash with INTC.

LEXR didn't have fab. It had NAND license and giant business retail chains.

Window Vista has been delayed since last year, delayed again this year and will come out next year. It takes time for people to get used to and accept it. DRAM won't fly like rocket only because of window vista. As the time goes by all DRAM manufacturing included Micron will fully cover the demand.

Micron DRAM manufacturing in Singapore and China still in normal operating schedule. Not because of Micron is boosting its flash and cmos that's causing DRAM stop production.
Those people are talking like buble, really sad.



To: tech101 who wrote (53760)12/13/2006 1:34:42 AM
From: Peter Dierks  Read Replies (1) | Respond to of 53903
 
I took a gamble on Micron calls and lost. DRAM prices should continue to have upward pressure due to the increased demand generated from Vista deployments. Flash RAM is being deployed in everything from thin clients to thumb drives. Flash based MP3 players are flying off the shelves. Flash backup technology is just past the early adopter stage.

Will increased yields outstrip demand? Can Micron eek out a profit?