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To: maceng2 who wrote (194085)	9/28/2002 7:18:09 AM
From: Earlie	Read Replies (1) \| Respond to of 436258

Pearly: Have been in and out of IBM (short, of course) several times over the last few weeks. It gets my vote for the "TGTKOG" award for 2002. Cleared out of it at the close yesterday and hope they give it a nice bounce on Monday. Quite a day. Best, Earlie

To: maceng2 who wrote (194085)	9/30/2002 2:05:16 PM
From: maceng2	Read Replies (1) \| Respond to of 436258

Will Chip Consolidation Leave Just 10 Suppliers? By David Manners, Electronics Weekly -- Electronic News, 9/25/2002 (These guys are finally realizing there is going to be a squeeze on in the semi biz. i.e. we will be in serious overcapacity mode, and new 300 mm fabs are still being built in the hope that they can undercut the competition. I think buying some semi stocks may be a good idea in about a year from now ..pb) e-insite.net Industry consolidation will leave just 10 companies able to design, manufacture and market chips based on the traditional integrated device manufacturer (IDM) industry model, according to Pasquale Pistorio, president and CEO of STMicroelectronics. "Intel will be there for sure and we will be there," Pistorio said. "The others, I don’t know." However, Malcolm Penn, chairman of analyst firm Future Horizons, disagrees with the basic proposition. "I don’t think the industry will shrink to 10 IDMs," Penn said, "because the top 10 companies have been consistently losing market share for at least the last 10 years and probably for much longer." If the market were to shrink to 10 companies, Penn said they might include Intel, STMicro, TI, IBM, NEC, Toshiba, Infineon and Samsung. In the DRAM sector, consolidation has already taken hold and could result in just three players in that market. "Latest data shows 25 percent market share for Samsung, 20 percent share for Micron, 16 percent for Infineon, 14 percent for Hynix -- which has come down significantly, they used to have 20 percent -- and then you have Nanya at about 8 percent and all these little companies with somewhere between 1, 2, 3, and 4 percent and which, personally, I believe that they're not going to make it," said Ulrich Schumacher, president and CEO of Infineon. In addition there is the DRAM joint venture Elpida about whose future the two owners -- NEC and Hitachi -- are thought to be having doubts. Hynix’s future is now in the hands of its bankers and creditors.