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To: Skeeter Bug who wrote (22682)	10/22/1997 7:06:00 PM
From: mike iles	Read Replies (1) \| Respond to of 53903

Hi Skeeter, Like your bank idea but could be bad luck to count your chickens before the eggs hatch. Gordon Moore of Intel fame made some interesting comments in a recent speech (still can't paste URLs, it's in Computer Reseller News [techweb.com], the Oct. 20th issue) ... about capital intensity in the semi industry. He says that a 10,000 wafer/week fab (MU is 15,500 last I heard) with .25 process technology currently costs $2-2 1/2 billion. The killer is that when you move to .18 and at the same time go to 300 mm wafers he figures cost will go to $4 billion. What is MU's long-term future? I doubt they will be able to pony up for a $4B fab in a couple of years. Their strength is process technology. It would make sense to marry that with someone with the deep pockets and the interest in DRAM (TXN, no ... IBM, no ... probably nobody in the U.S. ... Samsung???). Anyway, this is way out in the future. First the crash! 'MU, tanks for the memory' regards, Mike