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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Ausdauer who wrote (21048)	10/28/2001 12:12:06 AM
From: Bargain Hunter	Read Replies (2) \| Respond to of 60323

I had heard something about Toshiba divesting itself of chip-making plants. But the closest I could find just now was: dailynews.yahoo.com Japan's Nihon Keizai Shimbun business daily reported on Thursday that Infineon is in the final stages of talks with Toshiba Corp (6502.T), the world's second-largest chipmaker and number six in DRAMs, on combining their DRAM operations. If you think that the flash memory business is miserable, look at the DRAM business. Part of the reason that Samsung is flooding the world with flash is that they switched some DRAM fabs to flash. I think it is plausible that SNDK will buy the other 50% of Dominion from Toshiba if Toshiba decides they do not want to be in the flash business long term. Note that the flash memory business will become less cyclical if/when it grows large enough to become the biggest segment of the chip business (by manufacturing capacity not by dollar volume). Anyone care to guess when that will be?

To: Ausdauer who wrote (21048)	10/29/2001 7:36:09 AM
From: Craig Freeman	Respond to of 60323

Ausdauer, Toshiba, NEC Losses Highlight Strength of Technology Slump By ROBERT A. GUTH Staff Reporter of THE WALL STREET JOURNAL TOKYO -- Deep first-half losses at Toshiba Corp. and NEC Corp. show that the restructuring efforts of Japan's biggest chip makers are being outpaced by the global meltdown of the semiconductor industry. Toshiba, Japan's largest chip maker, said Friday that it posted a loss of 123 billion yen ($1 billion) for the half year ended Sept. 30, swinging from a year-earlier profit of 53.9 billion yen. Sales fell 11% from a year earlier to 2.51 trillion yen. NEC posted a loss of 29.8 billion yen for the half, compared with profit of 20.5 billion yen a year earlier. Sales were nearly flat from a year earlier, at 2.46 trillion yen. The results reflect losses at Japan's chip makers across the board and the difficulty they're having with one of the worst downturns ever for the global semiconductor industry. Falling demand for computers, cellphones and other devices that use semiconductors erased one of the few bright spots for Japan's electronics makers, who were already struggling through major restructurings, dropping unprofitable businesses and cutting workers. Both companies' results were in line with expectations. NEC and Toshiba had revised full-year forecasts following steeper-than-expected drops in demand for chips, computers and cellphones. ... Craig