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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (39374)	9/29/1998 10:28:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 53903

Speaking of fab upgrades...how is Micron going to spend the $2B on the upgrades when they only have $1B at hand and they are going to need most of it for on going expenses? Are they going to sell equity or bonds or beg the congress for funds? Didn't any of those analysts ask this from Micron when they talked of future finances? Sun Tzu

To: Carl R. who wrote (39374)	9/30/1998 3:08:00 AM
From: Ed Beers	Respond to of 53903

> Remember that we are making a conversion to faster memory such as RDRAM, etc, which requires 30% more transistors... < If RDRAM really requires 30% more transistors then it will cost at least 30% more than SDRAM. I don't believe that the market will support this. The history of memory chips is fully of better performing but higher cost memory architectures that went nowhere.