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

To: Skeeter Bug who wrote (23576)	11/5/1997 8:29:00 PM
From: Trey McAtee	Respond to of 53903

skeeter-- i dont know exactly what it was, but i do remember that what they had ramped was NOT ramped flawlessly. 40-50%....i dont think so. i am just trying to figure out best case/worst case (best for MU, worst for me).if the worst case is still good...well, i think you get the picture. good luck to all, trey

To: Skeeter Bug who wrote (23576)	11/6/1997 2:10:00 PM
From: Peter Shaw	Read Replies (2) \| Respond to of 53903

Skeeter, If memory serves me correct, MU management stated that 50% of wafer starts were for SDRAM. Where did you come up with the 10% figure? M-Stamp was never intended to become profitable until the second half of 1998 (I don't know if it's calender or fiscal). They are promoting the chip and I don't know if they will be able to find a mass market for it. I put a 50/50 probability on it being successful. Things certainly look as bearish as you anticipate right now, but who knows about the longer term? Not enough fear and discounting has occurred on MU due to the great liquidity it affords traders... Cheers, Peter Shaw