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

To: Carl Held who wrote (41488)	12/18/1998 11:15:00 AM
From: Xpiderman	Read Replies (2) \| Respond to of 53903

Semiconductor Equipment and Materials International (SEMI) said November book-to-bill ratio climbed to 0.84 from 0.73 in October. Please see Semiconductor Equipment Book to Bill Ratio Chart since 1991 from here: geocities.com

To: Carl Held who wrote (41488)	12/18/1998 12:16:00 PM
From: MR. PANAMA (I am a PLAYER)	Respond to of 53903

STFU......hahaha

To: Carl Held who wrote (41488)	12/18/1998 10:31:00 PM
From: Jeff Goodman	Read Replies (1) \| Respond to of 53903

>The analyst price target yesterday was ridiculous, he must think that >Japan and Korea will roll over and drop dead, I got news for him, >they will come back with a vengeance. No, Carl, he must think that the large majority of Japanese and South Korean DRAM manufacturers are not investing in the next generation of semiconductor production capital equipment necessary to move down to the .18 micron process level within the next 6 to 12 months. And, as it turns out...they aren't. If you go back and do some industry reading, you will see articles over the last several months discussing how the major Japanese and South Korean DRAM manufacturers are canceling or seriously postponing new generation production capacity. techweb.cmp.com techweb.com The fact is, without that next generation production capability coming on-line at the same time (or near to the same time) as Micron's, these companies will be hard pressed to compete on price. Bottom line: Micron's ability to be the low cost DRAM manufacturer looks like it will only get stronger. Regards, Jeff