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

To: DJBEINO who wrote (40178)	10/19/1998 11:42:00 PM
From: Fabeyes	Respond to of 53903

If Micron would have shrunk the 16 MEG, on the .25um one more time and delayed doing the .21um or moved right into the .18, they would be making money now. But a conversion to the .21um is in the fab's now. I am not sure of the percentage but it is increasing with every weeks new starts.

To: DJBEINO who wrote (40178)	10/20/1998 12:49:00 AM
From: patrick tang	Respond to of 53903

This pricing is strange - if you go to pricewatch.com, you'll find EDO products galore at roughly $2/16M chip, and maybe $2.75 for FPM. However, somebody who manufactures and sells DRAMS have also told me that a lot of modules guys are buying and willing to buy more at $3.00. I just wonder where the $3.00 market is? Big name boxmakers who need product for servers? patrick

To: DJBEINO who wrote (40178)	10/20/1998 2:42:00 AM
From: Skeeter Bug	Read Replies (4) \| Respond to of 53903

smithweb.com $4? you are desperate ;-)

To: DJBEINO who wrote (40178)	10/20/1998 8:25:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 53903

Today's wsj: TSMC's Net Fell 54% in 3rd Quarter; Loss Points to Growing Competition ........ Not as Lucrative Now The surprise bad news at TSMC is a sign that newcomers to US$6 billion contract manufacturing market such as Taiwan-based Powerchip Semiconductor Corp. will find it isn't as lucrative as even earlier this year. "Japanese companies are thinking about increasing their presence in the market and South Korean firms that have been marginal competitors are also pushing," said ING Barings technology analyst Don Floyd. ...... Are we going to see dogs fighting in US? InSook