Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Skeeter Bug who wrote (36503)	7/26/1998 4:20:00 AM
From: DavidG	Read Replies (1) \| Respond to of 53903

Skeeter, Hey, I see you are back in full force.:-) david, i see you finally agree with me ;-) hey, any word on a source for 70% of wafer starts being pc100? We agree? I thought you would never agree that MU is a low cost producer?<g> As for wafer starts being 70% PC100 compatible, that came out with their earnings report. Check DJ posts, a high probability he posted it. I was surprised when I read it too but it was posted here a couple of times. Also in SEA many are at .35 microns. That has been posted many many times recently especially for South Korea. It is also true for some of Microns fabs and certainly Txn's. The only difference is that MU is in the process of upgrading with allocated funds whereas Korea does not have the funds. I do not save the posts but I can also say to you "cite your sources that SEA is all at or below .25 microns>...but I won't. Good Luck DavidG

To: Skeeter Bug who wrote (36503)	7/26/1998 8:32:00 AM
From: TREND1	Read Replies (2) \| Respond to of 53903

Skeeter You wrote this BS <<in fact, none of the big players are at 0.35 in any bog way anymore. that is why they aren't dumping according to the doc. their production cost is as nearly as low or lower than mu's. ALL the major players, david. some mom and pop shops may be at 0.35 right now. but that is a low single digit percent of the market - absolutley NOT most of the market players in sea or anywhere else.>> Please site your sources Hey! Hey! Larry Dudash