Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Carl R. who wrote (42046)	1/8/1999 7:13:00 PM
From: PAinvestor	Read Replies (1) \| Respond to of 53903

Hello Carl. To answer your questions: 1) I'd agree more with Merrill on this one for 1999 but I don't have figures handy. That MU figure seems fairly low for 99, sounds more like a 98 number actually. It is reasonable to expect a rebound of capex in 99 but beyond that I expect subdued growth. 2) Toshiba announced today that they will be mass-producing a 30mm2 64meg at 0.18 micron from the end of this year. By that stage, other makers should have their chip sizes down to to 50mm2 which is probably what MU will be aiming for at 0.21micron. 3) MU's phase shift technology choice is a big question mark at this stage and I do not know how successful it will be compared to other chip makers efforts to shrink by using higher NA stepper/scanners. We have to wait and see.