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

To: Jerry Denkera who wrote (41199)12/3/1998 5:19:00 PM
From: DavidG  Read Replies (1) | Respond to of 53903
 
Jerry,

I think we all believe memory will start dropping again, afterall it is the nature of the beast...but since the chips have been stabilized for so long it may have given MU sufficient time to reduce its costs with the .21 micron fabs and improve its yields.

I would think that as long as the expected drops are less then MU's production cost drops MU should be in good shape as we move into the slower season.

DavidG



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