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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Ed Beers who wrote (28012)	2/8/1998 1:49:00 PM
From: yousef hashmi	Respond to of 53903

MICRON has 450 million dollars in t-bills, is that enough ED.

To: Ed Beers who wrote (28012)	2/8/1998 3:14:00 PM
From: TREND1	Respond to of 53903

DRAM development slows Is the next-generation 1-gigabit DRAM going to end up being delayed a year? Could be. Mitsubishi, Hitachi, and Texas Instruments have decided to wait another year to equip the test line they will use to develop 1-gigabit chips, Darrell Dunn writes in EBN. They had planned to sample the chip in '99 and start production in 2000. The delay is fueling speculation that the entire DRAM industry will move in this direction, as well as feeding rumors that TI may be preparing a slow exit from the memory market. "For these three big players to be suggesting that it is time to pull back on investing in future generations is significant; I think others will probably follow suit," says Brian Matas of IC Insights. "This could also be the beginning, or a signal, that TI is wanting to focus more on DSP and is easing out of DRAMs." Larry Dudash

To: Ed Beers who wrote (28012)	3/4/1998 9:12:00 PM
From: Earlie	Read Replies (1) \| Respond to of 53903

Ed: Sorry for delayed reply to your earlier comments....have been on the road a great deal of late. The cost estimates for bringing 300 mm on stream are enumerated in the multiple billions of dollars. As you suggest, not many players are currently interested in taking on new capital expenditures, nor can we blame them. I suspect the whole industry is about to take a long capital expenditure holiday until this shakeout ends. This will likely require at least another year, perhaps more. Amortization schedules of late have been rather shoddy across the whole tech industry. Few will be interested in getting involved with new amortization requirements. (g) Best, Earlie