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Technology Stocks : Micron Only Forum
MU 257.65-2.3%2:25 PM EST

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To: Dave M. who wrote (5823)12/11/1996 1:27:00 PM
From: Bipin Prasad   of 53903
 
David,

Very interesting. If recovery is about 2.5yrs away, do you think
16 will be still most commonly used one? If not, Micron has to come up
with $2-3Billion or share a fab. I don't see how they can justify that
kind of expenses, not to mention it'll take more than 1 1/2 -2yrs to
build one. They have to find value added products. Otherwise, it's
another VCR, TV ...

regards,

BP's partner
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