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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: davesd who wrote (17297)	8/6/1997 8:11:00 PM
From: Thomas G. Busillo	of 53903

Dave, can you link the article that has MU as the low cost producer in 64's? And the estimate that has them as getting 30% of the market soon? The high end of 4Q estimates I saw from Merrill had them making at most 2 million units. I'm always interested in looking at the source <g> Also, how much cash do you anticipate them needing to start up Lehi? And will this be the sole target of capital investment? Good trading, Tom

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