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

To: PAinvestor who wrote (42039)	1/7/1999 10:16:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Painvestor, I believe LG/Hyundai do not run all their fabs below .25 microns nor do they have the funds to upgrade to that point. MU is running all theirs at .21 microns with .18 upgrades in the works.(TXN by 6/99) Far different scenario for MU. DavidG

To: PAinvestor who wrote (42039)	1/7/1999 11:40:00 PM
From: Chas	Read Replies (1) \| Respond to of 53903

The demand has been this way for three months now with most of the suppliers, thats why the spot has not seen the large qtys., except maybe some older slower devices, but those parts are still selling well. I would call it a under supply but not a shortage, maybe in Q3/Q4 when all heck breaks out then we will be calling it a shortage. Good trading.