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

To: Big Bucks who wrote (20900)6/26/1998 5:26:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Big Bucks, they are not considering. They are thinking
about considering.

Japanese electronics maker
Fujitsu said today it may
consider withdrawing

GM



To: Big Bucks who wrote (20900)6/26/1998 5:39:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
>>The DRAM sector has to
see at least 4-5 manufacturers get out to really have a sustaining
postitive net effect on the DRAM business. TI was the 1st.<<

And Micron plans to continue production at all of TIs fabs, using Micron's more efficient methods. Net effect: more capacity, not less.

Katherine



To: Big Bucks who wrote (20900)6/29/1998 3:17:00 PM
From: BelowTheCrowd  Respond to of 70976
 
BB,

The issue is less one of too many manufacturers than too much capacity. The loss of manufacturers doesn't necessarily remove capacity from the system if -- as in the case of TI -- they sell or transfer productive assets to others.

Certainly consolidation could lead to a quicker shuttering of outdated fabs, but I'm guessing the effect would be marginal.

mg


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