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To: Knighty Tin who wrote (46636)6/23/1999 6:43:00 PM
From: Keith A Walker  Read Replies (2) | Respond to of 53903
 
I was referring to NEC and Hitachi agreeing to "cooperate" or is it collusion? If that is not some further consolidation, then I don't know what is:

cbs.marketwatch.com



To: Knighty Tin who wrote (46636)6/23/1999 10:56:00 PM
From: Carl R.  Read Replies (2) | Respond to of 53903
 
As for consolidation, two Taiwanese firms switched production from DRAM to foundry, and several Japanese firms announced that they were also going to be reducing output and concentrating on more specialized products. And if anyone actually buys RDRAM, that will also help soak up some capacity as production will be reduced about 20% worldwide due to larger die sizes and lower yields.

Carl


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