SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: Thomas G. Busillo who wrote (24564)11/27/1997 11:45:00 AM
From: mike iles  Respond to of 53903
 
Tom,

Dylan silent on test questions, but on the Q4 confercall, management said it would take about 2 quarters to work thru the capacity issues re test and assembly. Of course, this is a moving target with them ramping SDRAM so quickly ... I would guess that's why they need the Lehi capacity ... also read somewhere that lead time on SDRAM test equipment is 6 months. They had a production bottleneck in the Aug. quarter and my guess is that T&A will continue to constrain them thru Q1 and Q2 but it'll steadily become less of a problem.

' MU ........ long, black cloud comin' down '

regards, Mike