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Technology Stocks : Micron Only Forum

MU 240.46

+1.7%

Dec 1 3:59 PM EST

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To: Earlie who wrote (28007)	2/8/1998 1:27:00 PM
From: Ed Beers	Read Replies (2) of 53903

Earlie, One important thing that has come out of the SEA flu is that Micron has been granted a temporary reprieve on the 300mm issue. Once 300mm DRAM fabs come on line, they will add capacity in huge increments and have much lower production costs. Micron will have to play or it will no longer be the "low cost DRAM producer" in anybody's mind. My impression is that they will be unable to upgrade their existing fabs and will be forced to install new equipment which will require lots of cash. Has Micron made any public statement discussing the suitability of the Lehi building for a 300mm line? Existing fabs will become obsolete for making DRAM. This will be a big problem for MIcron which doesn't have other product lines to fill them. Ed

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