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

To: TREND1 who wrote (30873)	3/20/1998 12:11:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

larry: from lehman report dated 3/17/98 Operating expenses were higher than expected due to MU's aggressive move from 16 Mbit to 64 Mbit devices, and a push towards .25 micron (30%-35% of current production) and .21 micron (majority of production by end of calendar 1998) lines. Micron indicated chip gross margins declined sequentially from 32% to 5%. Pricing on 16 Mbit DRAMs averaged between $3.10 and $3.50 for the quarter vs. slightly under $5 for Nov. FY1Q98. Bit growth increased 10% sequentially vs. 6% in FY1Q98, as much of the testing bottleneck from FY1Q98 was resolved by the end of February.