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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (9069)	1/7/1997 8:39:00 PM
From: Knighty Tin	of 132070

To All, Must reading for anyone interested in semi tools and memory stocks such as Micron: techweb.com. Carl Johnson, who occasionally posts on this thread, wrote a very perceptive piece about the challenges for 300 mm. chip production. Also, please note that another source I don't remember is saying 300mm. production conversion will cost the industry $14 billion. It is nothing I haven't said here before, too many times, but it is nice to see someone else saying it and the piece is a one-stop shopping way of looking at the problem. It also agrees with me that 16 Mbit DRAM will be a short-lived cycle and that 64 Mbit will be up and running in record time. And, folks will see why I say that Micron needs a billion bucks just to stand still. They need much more to make progress in this rapidly changing industry dominated by big players. MB

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