Chas,
For 300 Mill$'s they got a fab that has 30k wafer's/month capacity, but wait 1/2 of the toolset and all of the newer
photo tools are going back to Japan. Engineers that I have talked to there have told me that MU wants to run .18um DRAM's there, but the the photo toolset remaining cannot do this. If the 300 Mill$'s had gone into Lehi
they would have been able to do .15um or below. This thread seems to be enthralled with Appletons deal making
skill's, lets review them
- ZEOS/MUEI, I dont recall how much this cost them, but they had to pay that private investment group about
50 Mill$'s to take it off there hands about 1 year ago.
- Rendidtion, 4 years ago they spent about 30 mill$'s in stock and were going to dominate the graphics market,
has anyone seen any product come out of this?
- MQD, remember there flash group, what was it 3 or 4 years ago they spent about 100 Mill$'s in stock to roll
this group fully into MU, are they even in the top 10 suppliers. And how much profit have they contributed to
MU's profits?
- Lehi, remember the billion or so that went onto the desert back in 95, how many wafers/week of output has this
produced?
- TI's DRAM operations, at the time MU and TI's combined market share would have put MU well ahead of Samsung, Sammy is still number 1 and pulling away.
Since 99 or so MU has not been operating well at all, if there had not been the earthquak in Taiwan , MU would have not had any profits to speak of. Currently they are the only major DRAM manufacture that cannot provide
256M DDR's, I bought a 256M DDR module from Crucial about 6 weeks ago, the chips were from Infineon.. MU
is a cult stock and the overpriced stock has kept Appleton employeed, not his deal making ability. |
