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

To: DavidG who wrote (27342)	1/29/1998 9:42:00 AM
From: IncredibleHult	Read Replies (1) \| Respond to of 53903

Here's some of what they said.. Only a few companies will benefit from the transition to 64 megabit 16 megabit memory production will of course wind down as the industry begins to transition to 64 megabit. That process, though, is well underway at only a few companies. The hurdles in moving to 64 megabit are substantial, and at this early stage of the game the gap between leaders and laggards is large. Companies well ahead in the race to shrink 64 megabit dies and reduce production costs include NEC (NIPNF/Y, Y1,440/$57 1/2, C-1-1-7), Toshiba (TOSBF, C-3-3-7, Y591), Mitsubishi Electric (MIELF/Y, Y415/$34, C-4-3-7) and Samsung (SMSEF, W80,500, C-2-1-7). The other Japanese and Korean makers are lagging behind, as are Micron Technology (MU, $34 5/8, C-3-3-9) and Texas Instruments (TXN, $55 3/4, B-3-1-7). We estimate that Micron may be between 9 months and 12 months behind industry leaders in die size and cost reduction, with 64 megabit dies of 150mm square as compared to under 100 mm square for industry leaders. Companies able to produce 64 megabit memories in small die sizes and high yields may be able to benefit even if the broader semiconductor environment is unfavorable - we note that our Japanese team expects 64 megabit memories to begin contributing meaningfully to profits in the second half of 1998.