SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: DJBEINO who wrote (31980)4/11/1998 1:56:00 AM
From: Chas  Respond to of 53903
 
Thanks again,
At least one company I know is forging ahead with at least the key programs as before the crisis. Its not to the point of cutting engineering talent, as they are still being sought after. The capacity expansion has been cut, and with shrinks as Micron as taught us, you can make do with your current FAB's and add key pieces of equipement that will get you to the next geometry. So, everyone now has key programs in place to shrink their designs further.
I am not saying R&D is not affected, just not to the extinct that the article suggests. Maybe too, I am thinking of only one or two companies and the others may indeed be at the this point.
Good trading.



To: DJBEINO who wrote (31980)4/11/1998 1:14:00 PM
From: John Graybill  Respond to of 53903
 
Samsung announces 0.25u 64M DRAM/logic chip (April 9)

samsung.com

I guess we'll hear some news on the MU/LSI collaboration
any day now, any day now...

BTW here's a little outline of just how big and
diversified Samsung is for the benefit of anybody
(including a few in the MU boardroom, perhaps) who
doesn't have a clue about about the true size of the
entity MU is f***ing with:

samsung.com

"Samsung Electronics", the first company on the list of
40 or so, does $13B yearly according to the press
release.