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Technology Stocks : Rambus (RMBS) News Only
RMBS 111.52+3.5%12:01 PM EST
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To: Mark Rosneck who wrote (39)10/31/1998 9:35:00 AM
From: MileHigh  Read Replies (1) of 236
 
From EE Times (11/2) Micron chairman Appleton:

.................On Intel Corp.'s $500 million investment:

Asked about reports that Intel actually was willing to invest a larger sum in the DRAM market, Appleton replied: "I don't know what amount Intel was planning to invest in the [global] memory industry. If Intel had wanted to invest more in Micron, that would have diluted our stockholders' shares. We had to balance how much we would accept compared to how much this would dilute Micron stock."

On manufacturing Direct Rambus DRAM:

"It will be a major challenge to produce Direct RDRAM on the same cost basis as double-data-rate SDRAM. There's no doubt that Intel is looking to Micron to work on all the Direct RDRAM technical challenges.

"We can get a smaller Direct RDRAM die size by going to a 0.18-micron, or even to a 0.15-micron, feature size. Because Micron is far ahead of any other DRAM manufacturers, ... we expect to have the most cost-effective chip on the market."

On Double-Data-Rate SDRAM and SLDRAM:

"It's difficult for us right now to know where alternative [wideband memory] architectures will end up. We'll make whatever DRAMs our customers want. It appears DDR-SDRAM might go to the [PC] server and workstation market. We're still doing work on SLDRAM."

On NEC Corp.'s Virtual Channel Memory:

"We're looking at Virtual Channel. It can have some advantages if customers move to 133-MHz SDRAMs. We'll be watching the market."

On Micron's 1999 capital investment:

"Micron had capital expenditures of $920 million in its 1998 fiscal year [ended Sept. 3], and we expect to have about the same level in the 1999 fiscal year. We have $1.7 billion cash resources available-$500 million from the Intel equity investment, $700 million from Texas Instruments financing, and $500 million from our cash on hand."

On process-technology migration:

"Micron is now producing virtually all 64-Mbit DRAMs at 0.21 micron. We're starting 0.18 micron, and next year most production will be at that generation. We'll have limited early production at 0.15 micron by the end of next year."
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