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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (20896)6/26/1998 7:52:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Good observation about the "may consider" BS. I get really fried about all the news reports we hear that someone may do this or that. Well, I "may" land on the moon tomorrow! The word tells you exactly nothing. It seems to be used to make allegations or predictions without having to back them up.



To: Gottfried who wrote (20896)6/26/1998 9:24:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 70976
 
GM,

may be this article is a little more definitive than earlier ones.

Ramsey

TOKYO (Nikkei)-Fujitsu Ltd. plans to trim back its conventional DRAM
chip production, switching to specialty DRAMs which are more
profitable, company sources said. Semiconductor earnings have slumped
due to falling prices of conventional DRAM chips since early 1996.

The aim is to cut back conventional personal computer DRAM operations
to less than half of overall DRAM operations by fiscal 2000, from
nearly 80% at the moment.

Instead, Fujitsu will boost operations of profitable DRAMs for 3-D
graphics, hoping for a quick boost to chip earnings.

DRAM production in the Fujitsu group reached some 110 billion yen in
the year ended March. But the price of 64-megabit DRAMs has already
halved since the start of January.

Fujitsu officials see little prospect of the situation improving, given the
slump in PC demand and the large-scale production planned by U.S.
chipmaker Micron Technology Inc. and Kobe Steel Ltd. (5406) next
year.

DRAMs are projected to account for 17% of Fujitsu's overall
production in the current fiscal year through March 1999. That's the
smallest proportion of any of the five largest computer makers.

Falling DRAM prices are, however, expected to result in a group net
loss of some 30-40 billion yen in the year.

(The Nihon Keizai Shimbun Saturday morning edition)