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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%Nov 25 3:59 PM EST

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To: Katherine Derbyshire who wrote (20904)6/26/1998 6:33:00 PM
From: Big Bucks  Read Replies (1) of 70976
 
Katherine,
Not so, Micron is shutting down the TwinStar fab in Texas and moving the equipment to Italy. I believe they will also restructure their
business to stay on the leading edge of technology and move away from
the commodity business. If they don't they could be a "victim" of circumstance down the road. They will stay as competitive as necessary
to maintain a lead role in the world-wide DRAM market at the expense
of their competitors.

Just my opinion.
BB
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