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To: DavidG who wrote (36485)	7/25/1998 6:31:00 AM
From: dumbmoney	Read Replies (1) \| Respond to of 53903

Now what Lehman is saying (which may turn out to be reality to the disappointment of the "forever bears") is that with the reduction of fabs, the limitations of upgraded fabs in Korea, the suspension of some fabs for weeks at a time in SEA and Micron too, the introduction of Demand from such things as Win98 to 64mbytes memory, prices will start to stabilize and may start creeping up. There is no chance of price stability until next year at the earliest, because 64mb production is still ramping. Maybe RDRAM will save MU, just like PC100 saved them. <g>

To: DavidG who wrote (36485)	7/26/1998 3:36:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

>>This makes them one of the lowest cost producers of the DRAM/SDRAM chips. << david, i see you finally agree with me ;-) hey, any word on a source for 70% of wafer starts being pc100? >>Most of SEA are still at .35 although a few are less<< again, please cite your source. samsung isn't at 0.35. huyndai isn't at 0.35. toshiba isn't at 0.35 (i know, japan, japan - but they are a big player. hitachi is at 0.18. samsung isn't 0.35. in fact, none of the big players are at 0.35 in any bog way anymore. that is why they aren't dumping according to the doc. their production cost is as nearly as low or lower than mu's. ALL the major players, david. some mom and pop shops may be at 0.35 right now. but that is a low single digit percent of the market - absolutley NOT most of the market players in sea or anywhere else.

To: DavidG who wrote (36485)	7/27/1998 10:44:00 AM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 53903

David, All, Thanks for your very balanced view of things. You make good points, I think. Concerning DRAM manufacturing, I have one other question that I am less sure of. Please bear with me... because I'm disorganized this morning (as usual). Okay, I'm MU. I make DRAM chips... Once upon a time, I made 4MB DRAM chips with my available fab real estate; this has since changed to 16MB. I am in the process of converting to 64MB chips. So, "out the door" goes my 16MB capacity and in its place comes 64MB. Before, I could make 21 million 16MB chips per quarter (I pulled this number partly from thin air and partly from Intel's numbers, because I don't have MU's numbers handy). How does this figure (pulled for example purposes only... I know it's not real) compare with my capacity to build 64MB chips? Restated, do I now have the ability/capacity to make 21 million 64MB chips per quarter or half of this figure or what? For this example, let's assume that MU is "standing alone" without its recent Texas Instrument acquisition. IOW, we are pretending the TI thing hasn't happened. I know this whole silly thing sounds elementary, but I still would love to know the answer to this question. Thanks, Teri