Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (14445)	12/18/2001 11:25:51 PM
From: Sam	Read Replies (1) of 99280

Zeev, Toshiba is getting out of the DRAM business altogether, NEC announced this long ago, Hitachi is making bloated claims that they will surpass EMC in storage by 2005 (I think that is the year--yeah, right), Fujitsu is out of the DRAM and desktop drive businesses--all of the large Japanese chip/electronics companies appear to be consolidating and refocussing their investments. Somehow they all look like they are coming unglued these days, man is it different from 10-12 years ago when they seemed to be taking over the electronics world. It wouldn't surprise me to see MU up tomorrow, or at least not hit too hard and up for the week. The theme: what's past is past, the future holds the continuing consolidation of the DRAM industry and eventual huge profits. Sam

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