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To: Ron who wrote (10557)	9/9/2022 11:01:55 AM
From: slacker711	Respond to of 10712

Mea culpa, I completely misinterpreted the rumors. This is for the materials expansion. There is a quote from Palmour that this will ultimately allow for a 13x expansion in materials capacity. These numbers seem insanely big to me but I need to think it through. My baseline assumption has been that they would lose significant materials share over time (certainly by 2030). How big would their device business need to get to support this expansion? Lowe does not think small.

To: Ron who wrote (10557)	9/9/2022 12:23:50 PM
From: EvanG	Read Replies (2) \| Respond to of 10712

Phase one construction is anticipated to be completed in 2024 and cost approximately $1.3 billion. Between 2024 and the end of the decade, the company will add additional capacity as needed, eventually occupying more than one million square feet on the 445-acre site. Wording makes it seem like the cost is just for the building. Anyone know the cost of a one million square feet Amazon delivery warehouse? Growing boules doesn't need a clean room. You can find maintenance job reviews saying it can be a dirty job.