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

To: Skeeter Bug who wrote (32721)	5/2/1998 10:52:00 AM
From: Chas	Respond to of 53903

Skeeter, I dont assume that at all, I am talking cost, Micron will sell the parts, they will make some profit eventually as they get the yields up and cost down on 64M.The key is timing here, if they do it sooner then they can make more profit, if they do it later, and the rest of the suppliers get their yields up sooner, then they wont. Finally, next qtrs losses are already set, that quarter results will still show they are struggling to transition to 64M, and the red ink on 16M continues.nasty.,,,. Good trading. chas, you apparently assume everyone else is standing still. they aren't. as mu improves yields and increases capacity, so does everyone else. as capacity increases, well, just look at mu's next losses report to see what happens.<i/>