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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (40842)	11/12/1998 10:19:00 AM
From: sandstuff	Read Replies (1) \| Respond to of 53903

Look out...here comes Siemens... Siemens spinoff aims to boost DRAM market share By Jack Robertson MUNICH-- After spinning off from its parent, Siemens Semiconductor intends to become the No. 4 global DRAM producer, Andreas von Zitzewitz, president of the memory division, told SBN today. Siemens, which currently has a 10% world market share in DRAMs, is seeking a partner to join it and hopefully double the share for the combined companies, he said. "The alliance could take one of several forms: a joint venture, a cooperative agreement, or other cooperation. The new chip company is talking with many potential partners and any arrangement may take some time," he said. Despite a $700 million loss in its fiscal 1998, the Siemens chip operation is now poised to take quick advantage of any upturn in the DRAM market, von Zitzewitz said."Three DRAM fabs-Dresden; Richmond, Va.; and a joint venture in Taiwan with Mosel-Vitelic-are now using 0.22- micron processing, the most advanced in the memory market," he said. Gee, Micron = .21 micron, Siemens = .22 micron...yup, Micron still has a .01 advantage! pleessseee....

To: TREND1 who wrote (40842)	11/12/1998 12:28:00 PM
From: Greg Jung	Respond to of 53903

Larry, monthly sales from TSM show 2 months strongly up after the precipitous drop at their apex. The "valley" of the dip is however shallow so the 2month "recovery" may be just a make-up for temporary shortages. Of course, MicronT will make importation of such chips a crime against the constitution so they can charge whatever the fcc will allow. Monthly sales: Taiwan semiconductor ($millions) 01/1995 1896.0 02/1995 1903.0 03/1995 2193.0 04/1995 2145.0 05/1995 2215.0 06/1995 2202.0 07/1995 2294.0 08/1995 2430.0 09/1995 2786.0 10/1995 3000.0 11/1995 2987.0 12/1995 2714.0 01/1996 3329.0 02/1996 3194.0 03/1996 3800.0 04/1996 3702.0 05/1996 3733.0 06/1996 3531.0 07/1996 3503.0 08/1996 3244.0 09/1996 3104.0 10/1996 2827.0 11/1996 2815.0 12/1996 2585.0 01/1997 2532.0 02/1997 2274.0 03/1997 2794.0 04/1997 2700.0 05/1997 3131.0 06/1997 3452.0 07/1997 3602.0 08/1997 3901.0 09/1997 4214.0 10/1997 4733.0 11/1997 5238.0 12/1997 5380.0 01/1998 5450.0 02/1998 5284.0 03/1998 5002.0 04/1998 4525.0 05/1998 4056.0 06/1998 3020.0 07/1998 3030.0 08/1998 3801.0 09/1998 4432.0

To: TREND1 who wrote (40842)	11/13/1998 12:11:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

the party seems to be running out. actually, the dumb are running out of dough ;-) larry, we see what exists. there has only been a down cycle and that is what we see. now their has been a nice move so mu loses less money. if this is an up cycle then the bulls are in for BIG trouble ;-) btw, i hear korean product hits the markets en masse shortly. btw, dell said their semi costs went down... ;-) btw, mu made more money q1 last year than q1 this year. does that mean 1999 will also be worse than 1998? ;-) i'm beginning to get visibility and it isn't looking bullish.