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To: Carl R. who wrote (44650)	3/30/1999 9:19:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

carl, i've figured it out. thanks! mu is the low cost producer b/c everyone leaves one market and the mu laggards stay behind to make some crumbs off the table. since nobody else (in their right mind) is interested in 16 mb dram as their future, MAYBE mu is the lcp for that part. voila! >>In the past MU has always gone at least one more shrink on each generation than the competition. Therefore an additional shrink at 16MB isn't too surprising to me. There are lots of non-PC applications for DRAM for which a 16MB chip is plenty, so I presume that they are anticipating continuing to make the 16MB chips for awhile. Therefore they are trying to be the low cost producer at 16MB so that they can make them profitably.<<

To: Carl R. who wrote (44650)	3/31/1999 12:16:00 AM
From: Fabeyes	Respond to of 53903

I agree they should do it; but they should HAVE done it 2 years ago. That would have given them a LOT of additional capital right now. They could make that part with eyes closed. It was on the drawing board before and mothballed. Just surprised they are looking at it now. One thing to look at is Fab capacity. The bits out shrink and they are almost maxed out on number of wafer starts; according to their own numbers they should be close to 35 - 40 thousand a month now. Which is more than they should be running.