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To: Skeeter Bug who wrote (40216)	10/20/1998 11:08:00 PM
From: DJBEINO	Respond to of 53903

Dell Computer Corp. (DELL) 53 5/16 -3 15/16: in response to concerns raised by a Piper Jaffray analyst, direct marketer of PCs says that demand for PCs remains strong and does not see any weakness ahead; earlier today, Piper Jaffray noted that there were signs of weakness in the tech spending cycle, prompting shares of Dell to dip.....

To: Skeeter Bug who wrote (40216)	10/20/1998 11:13:00 PM
From: DJBEINO	Respond to of 53903

Hitachi isn't leaving DRAM business, exec says By Brian Fuller EE Times (10/20/98, 6:02 p.m. EDT) SAN DIEGO — Tsugio Makimoto, senior executive managing director of Hitachi Ltd. (Tokyo) put one big rumor to rest today at the Dataquest Semiconductors '98 conference: Hitachi isn't leaving the DRAM business. In a question-and-answer session following a presentation on system LSIs, Makimoto said, "We are not leaving from the DRAM business." As the memory business continues to struggle with the effects of overcapacity and Asian currency devaluation, rumors have run rampant that some vendors will have to quit the business altogether for the supply and demand imbalance to be corrected. As recently as last week, sources in the memory-module market suggested that Hitachi, the world's fourth-largest memory vendor, was going to leave the unprofitable DRAM business. "What do they need DRAMs for?" one source told EE Times. "They're in everything from tractors to elevators." Makimoto said Hitachi will not concentrate on standard commodity memories but will focus on differentiating its DRAMs in packaging, for instance. The company is pushing tape-carrier packaging to enable 256-Mbyte modules and double-density packages that hold two 64-Mbit ICs in a single package. "In this way, we are differentiating," Makimoto told the audience. In a presentation Monday, Dataquest Inc. analysts said worldwide DRAM revenues are expected to be $14 billion this year, down from the 1995 high of $42 billion. The industry segment is expected to rise to $52 billion annually by 2001, when a shortage will occur, Dataquest analysts said. Hitachi was the world's fourth-largest DRAM vendor in 1997, but its revenues had fallen 38 percent from 1996 in that market segment, according to Dataquest figures. eet.com