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To: pat mudge who wrote (18145)6/18/1998 3:20:00 PM
From: Elroy Jetson  Respond to of 25960
 
I think this is probably a non-event. Micron is widely rumoured to soon buy Texas Instr's DRAM business.

Kobe would be essentially switching their DRAM alliance from Texas Instruments to Texas Instruments ne Micron Technology.



To: pat mudge who wrote (18145)6/18/1998 9:33:00 PM
From: j g cordes  Read Replies (2) | Respond to of 25960
 
Pat, if I remember accurately, which is a coin toss.. MU hasn't yet made comparable next generation memory manufacturing committments. The TXN buy, in part, solves that problem at a discount in the current pricing environment... I think its a good move for them. Being in the memory business at this juncture is another question.

Jim


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