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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Ed Beers who wrote (63421)6/29/1999 11:11:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
ed, remember muei money is nearly a billion and mu can't touch it. they have about 2 years worth of cash at current run rates. that isn't a long life span and i would be hoarding money too.



To: Ed Beers who wrote (63421)6/29/1999 2:19:00 PM
From: Knighty Tin  Read Replies (3) | Respond to of 132070
 
Ed, I think MU is conserving cash because they know they have $1 billion to spend on the TXN fabs during a period of very negative free cash flow that is becoming more negative. I don't know how much of the billion on the TXN fabs is spent, but they also have to upgrade their own fabs to .18 um and then .15 before Samsung gets to .12, if they are to have any chance whatsoever of survival.


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