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

To: PaperChase who wrote (35524)6/21/1998 9:20:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
paper, you aren't wrong. the boon from 1991 to 1995 is financing the current 2q debacle. if the next upcycle isn't outrageously massive like the last one then mu is merely bailing (sp?) water from the titanic. sure, it postpones the inevitable, but not for long ;-) well, mu does get some subsidies. their buds in office always try and scare their competitors with dumping charges ;-)



To: PaperChase who wrote (35524)6/21/1998 11:48:00 AM
From: TREND1  Read Replies (1) | Respond to of 53903
 
pc
You wrote:
<<Where am I wrong with this point?>>

pc
You do not have a deep knowledge of dram fab operations.
Labor cost is not very important in a fab operation in
USA vs ASIA vs Europe.
Larry Dudash



To: PaperChase who wrote (35524)6/23/1998 1:29:00 AM
From: John Graybill  Respond to of 53903
 
Since a lot of Micron's customers are in the U.S., they don't have to have a certain percentage of finished goods "in the pipeline" enroute from the Far East at all times.

Oops, it's straining the floorboards in a Boise warehouse instead. Never mind!


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