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

To: Earlie who wrote (28007)	2/8/1998 10:57:00 AM
From: TREND1	Read Replies (2) \| Respond to of 53903

Earlie Are you saying to all of us to short MU at the open on Monday Feb 9, 1998 ??? Are you ? Are You ? Or are you just giving us info to make our own choice ? Larry Dudash

To: Earlie who wrote (28007)	2/8/1998 1:27:00 PM
From: Ed Beers	Read Replies (2) \| Respond to of 53903

Earlie, One important thing that has come out of the SEA flu is that Micron has been granted a temporary reprieve on the 300mm issue. Once 300mm DRAM fabs come on line, they will add capacity in huge increments and have much lower production costs. Micron will have to play or it will no longer be the "low cost DRAM producer" in anybody's mind. My impression is that they will be unable to upgrade their existing fabs and will be forced to install new equipment which will require lots of cash. Has Micron made any public statement discussing the suitability of the Lehi building for a 300mm line? Existing fabs will become obsolete for making DRAM. This will be a big problem for MIcron which doesn't have other product lines to fill them. Ed

To: Earlie who wrote (28007)	2/8/1998 2:25:00 PM
From: John Graybill	Respond to of 53903

Let's underline this: >>especially as 64 Mbit cross-over arrives, which is just now occurring (64 Mbit price now equals 16 x 4 in some configurations). That is an important piece of information! If the prices are equal then it is a no-brainer. There are additional benefits to using 1 64M rather than 4 16M's: less space, less power on the board itself, plus some tangible benefits to the bookkeepers. What I am saying is that crossover occurs before they are exactly equal.