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

To: Knighty Tin who wrote (63449)	6/29/1999 2:40:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - (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. ) Don't forget the cash they will need to 'dump' on the politicians. -g- Regards, Don

To: Knighty Tin who wrote (63449)	6/30/1999 10:48:00 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

fool.com All, A Motley Fool writer admits that MU was his worst investment ever. They live up to their names. <g>