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To: DukeCrow who wrote (44516)	6/16/2000 3:53:00 AM
From: Bilow	Respond to of 93625

Hi abukhari; Recently Toshiba has less than 5% of world DRAM production: June 28, 1999 Together, the partners [i.e. NEC & Hitachi] are aiming for a combined worldwide DRAM market share of 20 percent. Today, NEC has about 11 percent and Hitachi about 6. Mario Morales, director of semiconductor research for International Data Corp. (Mountain View, Calif.), ranks the NEC/Hitachi combo as No. 3 in the market, behind Samsung and LG/Hyundai. That could spell trouble for smaller players. Second-tier suppliers with less than 5 percent market share-including Toshiba, Mitsubishi and Fujitsu - will be under the gun to cut costs or grow their business if they are to survive, said memory analyst Steven Przybylski of the Verdande Group (San Jose, Calif.) techweb.com The big guys are Micron, Hyundai, and Samsung: Nov 29, 1999 Together, NEC and Hitachi produce an estimated 15% of the world's DRAM supply and, as a united force, are viewed by industry analysts as a more viable competitor against Hyundai MicroElectronics Co. Ltd., Micron Technology Inc., and Samsung Electronics Co. Ltd., each of which is credited with about a 20% share of the DRAM market. techweb.com -- Carl P.S. We should have new numbers out around the end of the month.