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

To: Katherine Derbyshire who wrote (20915)	6/26/1998 9:00:00 PM
From: Hayduke	Respond to of 70976

OT Katherine, Re: <Micron gets extremely high productivity out of all of their fabs. If they shut down Twinstar but keep the equipment, you can bet the tools will be running at least as many wafers in Italy as they were in Texas.> To reproduce its success MU must learn how to export its processes to some pretty far-flung fabs, as well as in the unique context of joint ventures. And they must do this in many places at once, and quickly. All new things for this company, and all are very big challenges. While I hope they're able to pull it off, success is far from a given. It may be some time before that capacity increase is realized, if ever.

To: Katherine Derbyshire who wrote (20915)	6/26/1998 9:08:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Katherine, You could be right, the same thought crossed my mind in my previous post to you. It seems logical though that Micron desires to keep profitability as high as possible. If they massively increased production it would be akin to going bungee jumping with the rope tied around your neck! Yea, you got all the right gear and timing but you just didn't implement the strategy very well, that would be listed on the coroners report as "Suicide due to stupidity". I hope Micron is smarter than that, they seem to be survivors and are trying to outrun/outlast the competition. Regards, BB