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To: Skeeter Bug who wrote (36606)	7/28/1998 3:19:00 PM
From: Bipin Prasad	Respond to of 53903

MU will crank them out when demand is there. It's not that MU doesn't have technology, demand is too thin for now. MU is in commodity buz, not in leading tech buz when it comes to dram. later, InSook

To: Skeeter Bug who wrote (36606)	7/28/1998 3:22:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Skeeter, Did you know that they also have .35 micron fabs? I wonder what they are building in them? Also are you sure Hitachi's .18 fab is manufacturing DRAM or maybe, possibly they are working on new logic chips? Is it possible Toshiba is also using their sub.25 micron fab for non-DRAM chips? DavidG

To: Skeeter Bug who wrote (36606)	7/29/1998 5:34:00 PM
From: Teri Skogerboe	Respond to of 53903

SB, Re: "so, where is mu's big advantage over the big boys? fact - there is none." Well said, and I buy your logic fully. Lehman is selling a different story though... guess we better rush out and load up since they say so... yeah right. MU is in a very tough business, and in my view they are totally at the mercy of the cycle, Supply and Demand, and those "crazy" (meant nicely, really I mean no harm towards anyone) folks overseas who are very desperate for a dollar, in fact, as many as they can get ahold of. And those line-widths were as of Feb 98.