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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Chas who wrote (51729)	8/29/2000 9:26:32 AM
From: jr_not_ewing	Respond to of 53903

TEST POST

To: Chas who wrote (51729)	8/29/2000 9:50:05 AM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

chas, i guess the markets are getting less irrational :-) the boise bullies don't mess around... good luck.

To: Chas who wrote (51729)	9/6/2000 2:17:30 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Samsung Sees Chip Shortages Lasting to 2002, Will Expand Chip Production Seoul, Sept. 6 (Bloomberg) -- Samsung Electronics Co., the world's No. 4 chipmaker, said shortages in the $30-billion-a-year memory chip market are likely to last for another two years. The company's semiconductor division chief said growing demand for various electronic goods using dynamic random access memory, or DRAMs, will more than offset slack U.S. computer sales, one reason investors have dumped memory-chip stocks. ``The mercurial growth of the Internet market and digital media products will lead to a shortage of DRAMs until the year 2002,'' Lee Yoon Woo, the president and CEO of Samsung's semiconductor division, at press conference. Samsung's forecast comes after its shares dropped 33 percent from a July 13 high of 394,000 won, including a 18 percent fall in the last two weeks on investors' concern a quicker-than- expected rise in chip prices earlier this year would lead manufacturers to boost production and cause oversupply. ``The market sentiment on the stock is based on wrong information or not understanding the right information,'' said Keon Han, an analyst at Bear Sterns in Hong Kong. The company forecasts its chip-related sales for this year will reach $13 billion. Samsung will invest a total of 5.7 trillion won ($5.2 billion) in the business. Separately it will invest $3.5 billion in new facilities between the end of this year and 2003. Production To meet expected memory chip shortages, Samsung will begin production at its 10th plant south of Seoul and begin production from its 11th later this month. Line 11, using 300 mm silicon wafer equipment, is slated to begin production in the second half of 2001. Nearly all chipmakers today use 8-inch wafers. Samsung expects its move to larger wafer sizes to boost chip production per silicon wafer -- and productivity. The company will build a system chip factory with 8-inch silicon wafer lines for custom-designed computer chips. Samsung forecasts sales for the whole of its semiconductor business to reach $30 billion by 2005 and predicts that sales from its custom chip division will reach $5 billion in that period. Samsung Electronics shares rose 1.8 percent to 262,500 won in early trading today after two days of decline. Samsung had about 20.7 percent of the world's memory chip market as of the end of last year.

To: Chas who wrote (51729)	9/11/2000 11:18:58 PM
From: mishedlo	Read Replies (2) \| Respond to of 53903

<<I think you have it right about Micron winning on this suit, but Rmbs will not go up on this news,,,, no way. Everyone must realize the Jedec violation alone is enough to hang them. I am not a Rambus basher or promoter, but we should go by the rules. I hope the rest of the suppliers help support Micron. Good trading.>> Obviously you were mistaken. Let's see how much has MU's market cap gone down since the lawsuit. HOW MANY BILLION? How much further will it drops when Infineon realizes it will have Europe marke lock stock and barrel if it signs up now. How would that affect MU? MU actions are that of a thief caught red-handed. Took Investment money from INTC and tried to steal RMBS technology for use in a product counter to Intels' wishes. I would like to see Intel file suit against MU. They could if there were agreements as to what that investment money was to be used for. How much better would MU be off if they just paid the damn 2% and ramped up like they were supposed to. Instead Samsung is reaping the benefit and MU is producing DDRAM (in violation of RMBS patents) when there are still NO MOBOS for DDR. LOL MU management is a joke. They are letting personal squabbles get in the way of good business decisions. RMBS countersues - RMBS UP on huge down NAZ day. MU heading for the toilet where it belongs. Note: Neither long nor short MU, but hoping it goes to hell in a hurry where it belongs so the potato farmer kicks out Appleton and this thing can settle. Long on the BU$$. Correctly called a short on MU a couple weeks ago but did not pull the trigger against these theives. BTW - MU does not have the balls to see this trial to the end. WHO KNOWS WHAT A JURY WOULD DECIDE. RMBS OTOH has nothing to lose since MU forced them into a corner by dragging their feet on RDRAM and stealing their IP for use in DDR. MU will settle, and will settle last because of bad blood. Therfore MU will get the worst rate. I would not be holding MU stock for other than a DCB.