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


To: Thomas G. Busillo who wrote (42827)2/6/1999 2:31:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>but I think I remember seeing an MU marketing guy in one
of the CMP pubs talking about 128's 3Q<<

ho ho ho ho!!! that is like quoting a used car salesman... ho ho ho ho ho!!!

is microstamp making billions yet?? ho ho ho ho ho!!!



To: Thomas G. Busillo who wrote (42827)2/6/1999 5:18:00 PM
From: Fabeyes  Respond to of 53903
 
>>>MU marketing guy in one of the CMP pubs talking about 128's 3Q. How early or late in 3Q and in what volume - who knows?>>>>>

Marketing at Micron. They try to drive the technology but do not understand the processing or fabrication of DRAMS. I would not take anything that marketing has to say as real. They forecast the .18um into May of 98 -- where is it?

MU is falling behind in the two things they were good at: shrinking and developing state of the art products. Now they just try to maintain what they have.



To: Thomas G. Busillo who wrote (42827)2/7/1999 2:19:00 AM
From: Ed Beers  Read Replies (1) | Respond to of 53903
 
Has any more information on Micron's deal with Intel become
public. For instance, part of the deal was a commitment to
deliver product to Intel. Is there any indication on how
these parts will be priced?

Ed