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To: pompsander who wrote (41462)	5/6/2000 9:36:00 PM
From: Bilow	Respond to of 93625

Hi pompsander; Re Intel's investment in Micron (and the other memory makers), my take: The primary reason for the investment was for memory test equipment. Micron (and the others) presumably did buy the equipment agreed to. Then the test equipment makers requalified that same equipment to allow it to be used to test DDR. The process was what Intel wanted, but the end product was not. Intel's investment was spent where Intel wanted it, but the memory makers got what they wanted, too. Getting other companies to do something they don't want to do is sort of like trying to nail jelly to a tree. Details are here: #reply-13529941 -- Carl

To: pompsander who wrote (41462)	5/6/2000 9:36:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi pompsander; Hyundai's DDR offerings: Biggest memory maker supports DDR with lots of components: kcs.hei.co.kr -- Carl (Filler to replace a double post...)

To: pompsander who wrote (41462)	5/7/2000 12:30:00 AM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

pomp, Produce or return the capital infusion, with interest. (Of course, I don't know the terms of the cash infusion, but I have to think Intel has some leverage there) intel.com Intel Makes $500 Million Equity Investment In Micron Technology, Inc. Funding to support memory development and supply, accelerate RDRAM development SANTA CLARA, Calif., Oct. 16, 1998 - Intel Corporation and Micron Technology, Inc., announced today that Intel will make a $500 million equity investment in Micron. Intel will acquire stock rights exchangeable for common stock representing approximately 6 percent of Micron's outstanding common stock. Date Open High Low Close Adj. Vol. Adj. Close Oct-16-1998 33.875 34.5 32.0 32.0 12,254,400 16.0 May-5-2000 62.0 63.0 60.0625 60.5 4,657,000 60.5 So, if Intel chose to take back their MU investment and sold their shares, they only would get $1.89B for their $500MM. On the other hand, Micron might possibly be planning more RDRAM production than is generally believed. Barry