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

To: phbolton who wrote (45668)5/8/1999 5:38:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 53903
 
PH, But you don't get it. If the inventory drops from $200 million to $100 million, that is a credit to Micron management, not to the fact that the price dropped before they could sell all their crap. <g>



To: phbolton who wrote (45668)5/8/1999 9:36:00 PM
From: Fabeyes  Respond to of 53903
 
This is assuming they have a comparable yield as they had three years ago. If that yield has dropped 20-30% then the costs go up. No one, not even most of the people there know what the yield is right now. I got three different versions from the same number of people; one thing they did state is that the yield of all fabs combined is down. Now that could mean one fab has a much better yield than the others do or visa versa, but not all are yielding the same.


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