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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Thomas G. Busillo who wrote (17301)	8/6/1997 8:39:00 PM
From: davesd	of 53903

Thomas, as I said in my post "if you believe all this".....at this point it's not important that you have sources as it is that people believe it. In Lehi, with the building costs out of the way ($650MM) all they need to do is start filling it with tools. As far as how much it will cost, well that depends on how much capacity they want to bring on line and how fast. I know FABs cost Billions of dollars....but that's for a fully loaded FAB....If I recall right MU has approximately 1 billion dollars after the sale of MUEI stock and the latest $500 mill offering. I think that's plenty of money to start production in Lehi. There is no other way that they can significantly increase bit production and crank out $50MM worth of RIC chips. I have no sources for this info....just sharing my opinion. dave

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