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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (26200)	12/20/2000 9:09:18 AM
From: Voltaire	Read Replies (1) \| Respond to of 65232

In the end, this could leave a memory industry dominated by the big three--Samsung, Micron and Hyundai--with the fourth spot in the market filled by Germany's Infineon or Elpida, the NEC-Hitachi venture. Both companies are investing in new factories that will use 300-millimeter wafers, which lowers costs, but Infineon is seen as being more aggressive in these plans. "It is an interesting race that is shaping up," Matas said. Oddly enough, the slide could help Rambus. While Rambus memory remains far more expensive than standard memory, that higher price gives an incentive for manufacturers to dedicate resources to it. Rambus is the only kind of memory that can be used in Pentium 4 computers. "In a perverse way, this weakness is good for Rambus," said Osha, explaining that memory makers might be thinking, "If I can get extra for making Rambus, I will."

To: Jim Willie CB who wrote (26200)	12/20/2000 10:26:56 AM
From: Selectric II	Read Replies (1) \| Respond to of 65232

Dr. Greenie must be taking a perverse pleasure in debunking those who insisted that technology companies aren't interest-rate sensitive. The CNBS pundit schmucks, who for the past few years so arrogantly touted the venture capitalists and NASDAQ as providing all the capital anybody ever needed, now look like a bunch of Econ. 101 flunkies. Like it or not, though, Dr. Greenie helped Bush win the presidency. He raised the specter of inflation and economic downturn and started putting on the brakes early, curtailing Gore's prosperity pitch. The problem is he had to wait until after the election to sound the "all clear" signal.