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

To: PAinvestor who wrote (42300)	1/16/1999 10:57:00 PM
From: eabDad	Read Replies (2) \| Respond to of 53903

PAi- I would agree that yields for sub 0.25 micron is problematic today for most, but many Japanese were late in learning DUV as they stretched i-line to 0.25 micron. This will work out in time - my experience with yield issues in DRAM is that they do not last more than 6-9 months. The DRAM market is balanced in q4 this year if 64mb is 80 sqmm yielding 80%. The 0.23 to 0.25 micron window does this just fine. To the extent that the market outperforms this mix in terms of bits per wafer, we are still oversupplied. Z