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To: Ian@SI who wrote (7861)	5/31/1999 11:04:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 10921

Ian, no, except what Stitch just reported (a total of 115 billion yens, or a billion bucks, 75 billion yen could be construed as most in Stitch's report and then you still have your 40 billion yen in expansion of dram. That is about $320 MM for increasing production by 18 MM chips per month. Even if we assume that all these new chips are 64 Mbits at a lousy $6/chip, it comes to $1.3 billions in additional annual sales for a very small investment of $320 MM. I expect that a lot of the new chips are RDRAM and other 128 Mbits increasing the average selling price, and thus making the picture of additional capex required for expansion quite minimal. That was the point I was trying to make. Zeev