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

To: Megs who wrote (27261)	1/28/1998 11:27:00 AM
From: TREND1	Read Replies (1) \| Respond to of 53903

Megs Another good report on Micron. The bears do not realize that it's the YIELD ! The bears say Japan and Korea are already at 64Meg and will beat Micron. But the bears do not understand that Micron uses die & yield to beat the Koreans on a bit cost basis. ...................... Another thing you may not know about Micron's push to below .25u They are trying a new process that may not result in such a LARGE cost to get .20u die. ..................... The bears do not understand that the Micron has the CEO of AMAT or LAM (forget which one)on the Micron board. And I am sure he has a "phone" in his office, to use in case there is a production problem (g). My job before I retired let me see CEO's of big companies in action. Larry Dudash

To: Megs who wrote (27261)	1/28/1998 12:25:00 PM
From: Jeff Leader	Read Replies (2) \| Respond to of 53903

Megs - Micron seems to disagree with you: From MU 10-Q dated 1/12/98: "The Company transitioned a substantial portion of its product lines to .30 micron (u) line width processing from .35(u) line width processing in 1997. The Company anticipates completion of the .30(u) transition in 1998 and anticipates that process technology will move to line widths of .25(u), .21(u) and .18(u) in the next several years as needed for the development of future generation semiconductor products." "As of November 27, 1997, the Company had entered into contracts extending into fiscal 2000 for approximately $573 million for equipment purchases and approximately $69 million for the construction of facilities. Should the Company elect to cancel its outstanding equipment purchase commitments, the Company could be subject to cancellation fees in excess of $135 million. Future capital expenditures will be used primarily to enhance manufacturing efficiencies and product and process technology at the Company's existing facilities."