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

To: sandstuff who wrote (42232)	1/14/1999 1:00:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

pricing is about right for near breakeven - IF it holds...

To: sandstuff who wrote (42232)	1/14/1999 9:11:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

My humble take; supply wont hit the market til march April when yields improve on .21um and full production shifts over to the new shrinks. This should add 30 %. But.... My one connection is not able to supply enough product for the past three months, but how much short in percentage is hard to determine at this point, so the 30% increase by April may not be enough as the demand will continue to trend up as well, therefore market continues to be tight.(my guess). Pricing will continue to edge up each month slightly 3-4% as long as the spot does not see a bunch of parts hit the street. Good trading.

To: sandstuff who wrote (42232)	1/14/1999 10:29:00 PM
From: SlowThinker	Respond to of 53903

Yes, we did have a pullback today along with the rest of the market, but we have indeed hit $70, and this is more good news for Micron. Distribution is one of the toughest nuts to crack when selling in Japan, and getting this kind of distribution channel can only be construed as a good thing. -SlowThinker. -------------------------------------------- KOBE STEEL, SHINSHO TO SELL MICRON DRAMs IN JAPAN. AsiaPulse News, Jan 13, 1999 p1008012u4670 Full Text TOKYO, Jan 13, 1999 Kobe Steel Ltd. (TSE: 5406) and affiliate Shinsho Corp. announced Tuesday they will jointly market DRAM chips made by Micron Technology Inc. The Idaho-based chipmaker hopes ties with the Kobe Steel group will increase its presence in the Japanese market, which accounts for 20% of the world's memory chip consumption. Shinsho, a trading house in the Kobe Steel group, will become Micron's sales agent in Japan. The chip marketing division of Kobe steel will be transferred to Shinsho's electronics division in February. Sales for fiscal 1999 are targeted at 30 billion yen -- 5-7% of the domestic market. By fiscal 2002, Shinsho hopes to boost DRAM sales to 100 billion yen. Micron acquired a stake in KTI Semiconductor Ltd., Kobe Steel's chip arm, last fall. It has been providing design and production know how to KTI, which plans to begin fabricating 64-megabit DRAMs this spring. At present, Micron's sales in Japan average several billion yen a year. (Nikkei) (C) 1999 Asia Pulse Pte Ltd News Provided by COMTEX (http://www.comtexnews.com) Full Text COPYRIGHT 1999 Asia Pulse Pte Ltd.