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

To: Teri Skogerboe who wrote (36483)	7/24/1998 11:27:00 PM
From: DavidG	Read Replies (3) \| Respond to of 53903

Teri, PS. Hey and even more insane is the fact that there are people who buy that BS. I guess the big question is what does BS stand for? Bull $ht or Bear $ht?<g> You see as the line widths are reduced you get more chips per wafer and I believe it was 2-1 for Micron dropping from .35 to .25. Now in theory it works out that way but in practical terms the yields are a big factor...and what has been the case in the past is that Micron has been by far the best to reduce line widths while maximizing yields and getting the highest chips out of the wafer. This makes them one of the lowest cost producers of the DRAM/SDRAM chips. Now of course this does not come for free so Micron expends their cash and Engineering developement to obtain these results and with the TXN acquisition will do the same for their fabs. The real benefit to MU over the SEA companies is the following: 1) Micron is now the largest Manufacturer of DRAM in the world 2) Micron should have all fabs converted to .21 Microns by mid '99 3) Micron currently has the cash to do the conversion 4) Most of SEA are still at .35 although a few are less 5) SEA, especially Korea, does not have the funds to upgrade to lower micron fabs 6) Koreans are losing money at current prices b/c of older fabs and material costs and loans in $US. 7) Some Korean, Japenese, and I believe now Siemens are closing some fabs or in some cases trying to switch from DRAM to Logic chips. Now what Lehman is saying (which may turn out to be reality to the disappointment of the "forever bears") is that with the reduction of fabs, the limitations of upgraded fabs in Korea, the suspension of some fabs for weeks at a time in SEA and Micron too, the introduction of Demand from such things as Win98 to 64mbytes memory, prices will start to stabilize and may start creeping up. Now it doesn't have to reach the old prices b/c manufacturing costs have dropped dramatically. ...and one last side note. Certainly don't believe the nonsense about increased memory prices causing PC sales to drop b/c that is BS(Bear $h*t). 32meg only cost about $25 and a 20% increase will be a big increase which will help all DRAM manufacturers considerably but will only add $5 to a pc. Michael Dell can afford it with no trouble.<ggg> Good Luck DavidG

To: Teri Skogerboe who wrote (36483)	7/24/1998 11:29:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

MU Diamonds mean reversals ! See July 15, 1998 Diamond geocities.com Larry Dudash

To: Teri Skogerboe who wrote (36483)	7/25/1998 4:31:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>Anyway, I can't believe Lehman puts out a report that says they think DRAM supply/demand will come within 4-9% of being in balance in '99.<< teri, just to highlight how absurdly dumb people are, supply/demand balance says that prices are stable. the lehman report is saying that dram will continue to fall from current levels through 1999. PEOPLE THINK THIS IS GOOD! gee, i have to agree that our school system is crap. it absolutely DOES NOT teach critical thinking abilities. oh, amat is toast over the short to mdium term. biz will get progressively worse with maybe a few minor blips up.