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To: TREND1 who wrote (28462)2/16/1998 7:47:00 AM
From: MR. PANAMA (I am a PLAYER)  Respond to of 53903
 
GOOD MORNING AMERICAS..OOOPS They are all asleep...rest well guys ...get in tip top shape fer trading tomorrow...how am I going to pass this day without NY on me flight over the ME...



To: TREND1 who wrote (28462)2/16/1998 9:52:00 AM
From: Stephen M. DeMoss  Read Replies (1) | Respond to of 53903
 
So your saying two things: You React to Mu AND you listen to Hal. Did you react to Mu bouncing off 353/16 first (the second time Friday) or did Hal say 'cover' first. You also follow the TA of Mu (is that part of your reacting to Mu?) and the Ta told you that 353/16 was a key support. I'm confused what happened with your analysis when it broke the 'support' and closed below it. I need an explanation if I am ever going to see the value of TA. Your Ta was confirming my FA. Now I am holding onto only my view of the FA. One final reply from you would help. Steve D.



To: TREND1 who wrote (28462)2/16/1998 10:51:00 AM
From: TREND1  Read Replies (2) | Respond to of 53903
 
Good Dram Article
sjmercury.com
Larry Dudash



To: TREND1 who wrote (28462)2/16/1998 1:27:00 PM
From: Dave Gahm  Read Replies (3) | Respond to of 53903
 
Recently the thread had a bit of discussion, some of it civil <g>, concerning MU's current line widths. A phone call to MU ended the controversy, and confirmed the accuracy of the 10Q. When the debating started I fired off an Email to MU asking for confirmation, well I finally got an answer from Julie Nash (IR) that contains an interesting new bit of information. It seems MU has begun substantial 64mb production on a .25 micron process. I'm not convinced this alters their competitive position all that much, since all the other players are still ahead of MU in their 64mb ramp, but the bears are going to have to quit saying that MU is "nowhere in 64".

Currently, volume production of Micron's 16 Meg DRAM is on .30 micron process technology and will be moving to .25 micron line widths.

Volume production of Micron's 64 Meg DRAM (about 20-30% of current wafer starts) is on .25 micron process technology.