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To: Big Joe who wrote (28758)2/22/1998 11:37:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 53903
 
Big Joe, when they talk about investing $60 Billions, how much of this is for "asphalt and concrete" (infrastructure and clean rooms) and how much is for equipment, in a typical fab?

Zeev



To: Big Joe who wrote (28758)2/22/1998 7:54:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
big joe, how much of the $60 bil will go toward dram? as long as this euphoria about dram pricing continues, as evidenced by mu's stock price, they won't switch their production away from dram. why? why miss out on the windfall? there is a windfall coming, right? right? NOT! :-)


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