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Technology Stocks : Micron Only Forum

MU 244.90

+1.6%

Nov 12 3:59 PM EST

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To: PAinvestor who wrote (42016)	1/7/1999 11:34:00 PM
From: Carl R.	Read Replies (1) of 53903

Welcome to the thread. I have a few questions for you: 1. First, concerning DRAM capex. MU said in the fourth quarter conference call that they expected industry capex to be about $4 billion in 1999. A recent post on another thread cited a figure of $8 billion in capex: Message 7132581 How much do you expect? Does this change in estimates reflect a difference in opinion, or is MU ignited another round of spending by all the DRAM makers to remain competitive? 2. As for die sizes, I thought that the 5th generation 64Mb chips had die sizes down around 60mm2. Do you know what the die size is for MU at .21µ? 3. Do I gather that you expect the phase shift to be successful at .18µ? Thanks again for your input. Carl

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