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To: Tenchusatsu who wrote (45541)	6/22/2000 3:32:00 PM
From: blake_paterson	Respond to of 93625

Micron and Kobe refute the rumors: Kobe Steel Reiterates Support for DRAM Venture With Micron 6/21/00 7:31:00 PM Source: Bloomberg News Tokyo, June 22 (Bloomberg) -- Kobe Steel Ltd., a Japanese steel maker that gets 60 percent of its revenue from non-steel businesses, has reiterated its support for a chipmaking joint venture with Micron Technology Inc., the biggest U.S. maker of computer-memory chips. The statement follows media reports that Boise, Idaho-based Micron may sell its stake in the Japanese venture to Fujitsu Ltd., Japan's largest computer maker and support service provider. Speculation that the venture's ownership would change arose following a report by financial news network CNBC, which said Banc of America Securities analyst Rick Whittington told clients the sale was possible. According to the reports, co-owner Kobe Steel would sell its interest in the plant, which produces dynamic random access memories, the main memories in computers, to convert it to making ASIC chips, CNBC reported, citing Whittington as saying. ASIC chips are specialized chips designed for specific applications, such as decoding streaming video. ''We are not considering selling it to anybody,'' Kobe Steel spokesman Takuji Hashimoto said. The venture, called KMT Semiconductor Ltd., was founded in 1998. As of January, it was able to produce 10 million units of 64 megabit-equivalent DRAMs per month. Micron also said it isn't selling the stake and that it's pleased with the venture's performance. Neither Micron or Kobe have approached Fujitsu about the sale, Fujitsu spokeswoman Naomi Ogawa said. Fujitsu is aiming to obtain technology to make products that are in high demand though it may not be interested in investing in DRAM production. The Tokyo-based company yesterday said it will buy the chip design division of NKK Corp. to help meet demand for chips from network equipment and mobile digital device makers. The division designs system LSIs, customized multifunctional chips.

To: Tenchusatsu who wrote (45541)	6/22/2000 4:37:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Ten, I thought most AMDroids were expecting DDR to drastically improve the not-so-hot performance of Thunderbird. If anything, AMD is more limited by memory bandwidth than Intel, particularly since Intel is still limited by a 133 MHz FSB. Too bad AMD doesn't have an RDRAM platform available like Intel does. Despite all of the hoopla surrounding Intel's chipset troubles, there's no denying that Athlon could use some better chipsets of its own. My position about CPU's and DRAM bandwidth has not changed, since I first started posting about this over two years ago. We have seen benchmarks of Athlon w/DDR, and they make it quite obvious that high-bandwidth memory is not of much value at current processor speeds. The same thing has been seen on the Intel side with DRDRAM. I'm baffled as to why the bandwidth myth continues to survive, in spite of massive evidence to the contrary. Scumbria