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

To: Skeeter Bug who wrote (40393)	10/26/1998 10:35:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 53903

Come on Skeeter, you forever bears have been talking about how bad the technology is at MU, how they are laggards. Now you admit that they are the leader at .21 micron, and you admit that for now they are the low cost producer, but you say that it is only temporary as Samsung could catch them if they ramp up production. Even if they did, that would make MU number 2, and still a low cost producer. FABEYES reports that Samsung has yields of 93% and MU has yields of only 50%, then it is 93% to 60%, and in his latest report it is Samsung 93% and MU at 75% (but at .21 micron MU has more raw die per wafer). Sounds to me like MU is working the bugs out at .21 micron, and they are a threat to be a low cost producer for some time to come. Carl

To: Skeeter Bug who wrote (40393)	10/27/1998 10:23:00 AM
From: JungleCat	Read Replies (1) \| Respond to of 53903

Skeeter, as I see it, the tide is changing for MU and possibly for Samsung and other DRAM mftrs who are still out there. It does not matter who THE lowest cost mftr is for right now. Inventories, I believe, are coming down. As I had mention before, the growth from here on is going to be slower, but this down cycle appears to be showing some signs of recovery. Time will tell. BTW, I trade both ways like most on the thread here. I don't let how I personally feel about the industry affect my trading ;)!!