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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (20904)	6/26/1998 6:33:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Katherine, Not so, Micron is shutting down the TwinStar fab in Texas and moving the equipment to Italy. I believe they will also restructure their business to stay on the leading edge of technology and move away from the commodity business. If they don't they could be a "victim" of circumstance down the road. They will stay as competitive as necessary to maintain a lead role in the world-wide DRAM market at the expense of their competitors. Just my opinion. BB