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To: FJB who wrote (3927)	1/26/2000 9:32:00 AM
From: Proud_Infidel	Respond to of 5867

Mitsubishi Electric Aims to Expand Flash Memory Biz in 2000 January 26, 2000 (TOKYO) -- Mitsubishi Electric Corp. announced its future strategy to expand production of flash memory units. According to the company, future plans center on specializing in flash memory products targeted at the portable telephone industry, an area where Mitsubishi Electric has already successfully garnered a significant share of the market, and on working to expand both the level of production and the value of the units produced. As a result of the new strategy, Mitsubishi Electric says it should be able to corner a 30 percent share of the total world market for flash memory products, and thereby establish itself as one of the top three global players in the field. In concrete terms, the company aims to boost production from the level at the end of 1999, when monthly output was the equivalent of five million 16Mb flash memory units, to a monthly output of 10 million units by the end of this year, and then 20 million units by the end of 2001. The value of the company's flash memory production in fiscal year 1999 (April 1999 - March 2000) will be around 46 billion yen, but the new strategy calls for that to be increased to between 65 billion and 70 billion yen in fiscal 2000, and then rise to 100 billion yen in fiscal 2001. (105.08 yen = US$1) In order to actually be able to achieve the objectives of the new plan, Mitsubishi Electric intends to play on its strengths, which include low power static random access memory (SRAM), high density packaging and large capacity divided bit-line NOR (DINOR) flash memory technologies. By combining these technologies, the company plans to be able to manufacture ideal flash memory products for the mobile devices market, with the emphasis on the portable telephone sector. (Nikkei Microdevices) nikkeibp.asiabiztech.com

To: FJB who wrote (3927)	1/26/2000 4:41:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Wed Jan 26 DELL Alert: Dell Sees Fiscal Year Revs More Than $25 Billion, Up 38 Pct Over Yr-ago (NasdaqNM:DELL) - Reuters Securities Wed Jan 26 DELL Alert: Dell Sees Q4 Revenues About $6.7 Billion, Up 30 Pct From Yr-ago (NasdaqNM:DELL) - Reuters Securities Wed Jan 26 DELL Alert: Dell Says Q4 Consensus Eps Estimates Is 21 Cents Per Share (NasdaqNM:DELL) - Reuters Securities Wed Jan 26 DELL Alert: Dell Sees Q4 Earnings at About 16 Cents Per Share Including 1 Cent Gain (NasdaqNM:DELL) - Reuters Securities Wed Jan 26 DELL Alert: Dell Computer Sees Q4 Earnings Lower Than Expected (NasdaqNM:DELL) -

To: FJB who wrote (3927)	1/27/2000 10:30:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

TSMC sales jump 104% in Q4 with fabs running at 107% capacity Semiconductor Business News (01/27/00, 09:00:04 AM EDT) HSINCHU, Taiwan--Silicon foundry giant Taiwan Semiconductor Manufacturing Co. Ltd. here today reported net sales increased 104% to about $790 million (NT$23.6 billion) in the fourth quarter of 1999 from revenues in the 1998 period. TSMC said it shipped a record 551,000 eight-inch equivalent wafers to foundry customers in the fourth quarter, a 90% increase over unit volumes in the previous year. The strong recovery in silicon foundry demand pushed TSMC's capacity utilization rate to 107% in the fourth quarter last year from just 68% at the end of 1998. The company posted a net income of $280 million (NT$8.3 billion), an increase in profits of 229% compared to $80 million ($2.5 billion) in the fourth quarter of 1998. TSMC said it is on track to expand its total wafer-processing capacity to 3.4 million eight-inch equivalent wafers in 2000, which would be a 79% increase from the silicon processed in 1999. To do that, TSMC is increasing its capital spending and acquiring Worldwide Semiconductor Manufacturing Corp. (WSMC) as well as taking full ownership of a joint-venture fab from Acer Group (see Jan. 7 story). The world's largest chip-foundry company said its expected capital expenditures will reach $3.73 billion in 2000, with affiliates likely to spend $963 million this year. For the entire year, TSMC posted net sales of $2.4 billion (NT$73.1 billion), an increase of 46% from 1998. Wafer shipments grew to 1.757 million eight-inch equivalent wafers while average selling prices for processed substrates slipped 1% to $1,165 due to unfavorable exchange rates with the U.S. dollar, according to the company. TSMC's net income grew 60% to $860 (NT$24.6 billion) in 1999 from $510 million (NT$15.3 billion) in 1998.