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To: PAinvestor who wrote (42021)1/7/1999 9:24:00 PM
From: VLAD  Read Replies (1) | Respond to of 53903
 
PA,

I can't say that I know all the ins and outs of this business.

If you know so much then answer one question:

What does it take in terms of money/new equipment/time for a dram fab to go from .25 to let's say .18?

I don't know but I believe that if MU is ever making anything close to $10.00/share the Asians will have long done what it takes to upgrade their manufacturing capabilities.