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To: Ali Chen who wrote (2362)	11/19/1997 8:08:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 6843

Ali - Re: "And Motorola indeed makes very fast and high quality DRAMs in very slim packages. " Put down your screwdriver and do some reading. For a self-proclaimed MASTER OF ALL THINGS TECHNICAL, you aren't keeping up with the industry - Motorola bailed out of DRAMS almot 6 months ago. Paul {===================================} news.com Motorola scraps DRAM business By Michael Kanellos July 1, 1997, 12:45 p.m. PT Following up on its promise to cut underperforming business lines, Motorola (MOT) said today that its Semiconductor Product Sector would get out of the dynamic random access memory market. The move took few by surprise, given that DRAM prices and profitability have been dropping since the last quarter of 1995. Motorola, moreover, was never a significant player in the market. Rather than struggle through tough pricing, the company will shift its DRAM resources to producing fast static random access memory (FSRAM), electrically erasable programmable read-only memory (EEPROM), and logic chips. The move comes against a backdrop of plummeting prices in the DRAM market. Both Japanese and Korean memory chip manufacturers have been struggling to maintain profitability in the face of downward spiraling prices. (See related story) The company will take a $170 million charge against pretax earnings in the second quarter, which just ended, to cover the transition. Earnings for the quarter are expected to come in around $594 million, or 57 cents a share, according to First Call. This represents a 5.6 percent increase. Motorola will announce earnings and revenue on July 8. "Motorola was making DRAMs to round out their product portfolio. They had no proprietary technology and little investment," said Jim Handy, an analyst with Dataquest. "They don't need DRAM to succeed." The transition will not take place overnight. Motorola's DRAM production comes out of two joint ventures with, respectively, Toshiba and Siemens. Motorola will phase out their own DRAM production at the plant co-owned with Toshiba in Sendai, Japan, by the end of the year and convert the resulting plant capacity to make logic products next year. Toshiba will continue to make DRAM chips at the plant. By contrast, the Motorola-Siemens joint venture based in the White Oak Semiconductor facility in Richmond, Virginia, will actually only start to make DRAMs by mid-1998, said Ken Phillips, a spokesperson for Motorola. The plant is under construction, he said, and will manufacture DRAM chips to ramp up production. DRAM production will continue until early 2000, when manufacturing of fast memory chips will take over. Brian Matas, a market research analyst at Integrated Circuit Engineering, added that further product streamlining is likely from the Schaumburg, Illinois-based Motorola, a process that could even affect the company's commitment to the PowerPC multiprocessor. "They might get out of some older [chip lines]. "They will probably place more emphasis on microcontrollers, FSRAM, the digital signal processor business, and [other specialized chips]," he said. The company suffered an 18 percent decline in earnings and a 5 percent drop in sales in the first quarter of this year as compared to the same quarter the year before. Sales for the semiconductor group were down 16 percent.

To: Ali Chen who wrote (2362)	11/19/1997 11:56:00 PM
From: Time Traveler	Respond to of 6843

Ali, Now, once again, I ask you to explain very clearly (or at least quote the right gripe from one of your Intel hate-groups) on how P-II would not benefit from 100MHz bus whether on business application or not (including my circuit simulation program). If you do not care about whether Motorola making DRAM or not, why do you post the following? "And Motorola indeed makes very fast and high quality DRAMs in very slim packages." You probably have figured out that I would eventually quit a cyber-conversation when all I am getting is convoluted and meaningless posts from the other party, for example, that good old James Yu. By the way, I never did and never confessed about poking people on this thread by making intentionally outrageous claims about AMD. I just want to find the truth, for the truth is out there. That means no hypes! Intel and Microsoft conspiracy theory: You watch too much X-Files. Well, I do too, but at least I do not take it seriously. John.