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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (33139)	11/11/1999 11:02:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Brian, OT EMC, storage, More and more, computers are becoming storage If this is true why are Seagate, Quantum, Read-Rite still swinmming in capacity. I love EMC but there is a huge dichotomy between EMC and the storage(DD) sector. It's in the IP, or intellectual property. EMC has software that does things like migrate data, safely, between several kinds of platforms that may be attached to their storage at any given time: mainframe, NT or Unix boxes. More fundamental than that, their storage can be the center of the complex, with IBM, Sun, and Wintel CPUs attached, and all run smoothly, data flowing among all. This ain't simple. Data used to be constrained to one type of platform at a time. Big complexes LIKE to have different types of platforms connected, it's the way they've migrated over time. Hard drives, OTOH might be compared to a DRAM chip. Anyone can make one (well, given the technology being in place for years, in both cases). No unique software or hardware is required to build drives. EMC also has hardware controllers that are unique, in support of the software above. Nobody can copy this stuff at the gate or code level. They can at the functional level, but that's designing almost from scratch. Takes a long time for competition to catch up to companies like EMC, because of their IP content. Hope that helps. Tony

To: Proud_Infidel who wrote (33139)	11/11/1999 11:10:00 AM
From: Doug B.	Respond to of 70976

I love EMC but there is a huge dichotomy between EMC and the storage(DD) sector. Can anyone explain this? Brian, You are making the same mistake that MANY people have made. Comparing disk drives, a commodity item which decreases in price per bit on a monthly basis, with enterprise storage, an integrated and complex array of disk drives, chips, networking hardware, and _most_ importantly, software, is like comparing DRAMs with high-end servers. Why does Micron fluctuate when SUNW keeps right on going? Same difference with disk drives and EMC. Just my thoughts. Regards, Doug

To: Proud_Infidel who wrote (33139)	11/12/1999 4:44:00 PM
From: Proud_Infidel	Respond to of 70976

Taiwan Semicon, UMC Post Record Sales Highs in October November 12, 1999 (TAIPEI) -- Taiwan Semiconductor Manufacturing Co., Ltd. and United Microelectronics Corp., two of the world's leading wafer foundries, reported October sales of NT$7.212 billion and NT$2.87 billion, respectively. Both of these figures marked new monthly highs. (NT$31.75 = US$1) UMC said October sales would hit NT$6.4 billion -- or 90 percent of the figure reported by its larger rival -- if taking into account those of its three subsidiaries: United Semiconductor Corp., United Silicon Inc. and Holtek Microelectronics Inc. A Taiwan Semicon spokesman said global semiconductor demand remains robust, and his company quickly restored production capacity following the September earthquake. It delivered a massive 169,000 wafers in October, also marking a new monthly high. Taiwan Semicon's October sales of NT$7.212 billion grew 18 percent from the previous month's NT$6.109 billion. For the first 10 months of this year, the company accumulated NT$56.65 billion, up 32.3 percent from one year ago. UMC's figure of NT$2.87 billion gained 29 percent from September, and a whopping 76.6 percent from the NT$1.625 billion reported in the same month last year. For the first 10 months of this year, UMC's accumulated sales amounted to NT$23.57 billion, up an annual 58 percent. Of UMC's subsidiaries, United Semiconductor reported the highest sales in October of NT$1.62 billion. United Silicon posted NT$1.1 billion, and Holtek, NT$810 million. Holtek's figure marked a 54.5 percent growth from that seen in September, showing that the company already has begun to turn a profit. A UMC spokesman said his group shipped a total of 162,000 wafers in October due to persistent foreign demand. Specifically, UMC's two wafer plants registered an output of 62,000 units, and the four plants belonging to its subsidiaries produced a total of 100,000. (Commercial Times, Taiwan)