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

To: Carl R. who wrote (41072)	11/25/1998 11:30:00 PM
From: Land_Lubber	Read Replies (1) \| Respond to of 53903

<<Maybe sales under contract to DELL, MUEI, etc have been so strong that MU hasn't had a lot of chips to sell into the spot market. >> I have heard several times from what I think are reliable sources that 100% of Micron's output lately has been contract and it has nothing to sell on the spot market. I have also heard that some customers have had to be placed on "allocation." Less credible is the rumour that I posted a few weeks ago that Micron's contract with DELL will be cancelled as of February, due mainly to Micron's insistence on high prices. I still think there is a chance that this rumour might be true. It even fits the recent rumour that Micron is trying to raise prices. Land_Lubber

To: Carl R. who wrote (41072)	11/25/1998 11:42:00 PM
From: sandstuff	Read Replies (1) \| Respond to of 53903

Carl I think the yield issue is at .18. I don't know why. As far as 1999's DRAM forecast...I honestly believe nobody knows for sure what will happen, not Micron, not Dataquest, nobody. However, it's interesting to note that foundry suppliers may have a shortage of .25 wafers. Certainly some of the DRAM fab capacity could convert to foundry. I don't see these trends taken into account with yee ole crystal ball.

To: Carl R. who wrote (41072)	11/26/1998 12:30:00 AM
From: Skeeter Bug	Respond to of 53903

carl, i don't know. i would have guessed mu was selling all out this q. not sure this guy's report is accurate. if accurate, though, then 1999 could have a nasty supply/demand dynamic as mu ramps production and yields and the koreans unleash idle capacity and increase yields all while seasonal demand slows... the increase in the avg boxes dram has helped significantly. however, that increase will likely slow down as the marginal performance improvements become much less than the marginal cost of adding more dram. this hasn't been true in the past. i'm all eyes and ears as this may be another 5" tiger woods putt...