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


To: Skeeter Bug who wrote (26908)12/4/1998 9:15:00 PM
From: caslav maksimovic  Respond to of 70976
 
News Digest, Semiconductors, Financial Times, Dec.04
Toshiba,Fujitsu unveil chip joint venture

Toshiba and Fujitsu plan to develop advanced-generation chip in the first joint venture by two Japanese semiconductor manufacturers. Fujitsu, Japan's forth largest, chip-maker, and Toshiba, the country's second largest, will set up u joint project team with an initial budget of Y30bn($249bn) to develop ultra-high-density 0.13-micron process technology for 1-gigabit generation dynamic random access memory chips.

Japanese chip-makers have previously linked with foreign manufacturers to pool technologies and decrease capital spending.Toshiba, for example, has joined up with IBM and Siemens in developing 256-megabit D-Rams, the generation od chips that preceded the 1-gigabit technology it develop with Fujitsu.

The latest agreement highlights the growing pressures on semiconductor manufacturers ,hit by a sharp fall in memory prices and the escalating costs of developing next-generation technologies.Prices of 64-megabit D-Rams have plummeted 70 per cent in the past year,forcing Japanese groups into restructuring and plant closures abroad.Michiy Nakamoto, Tokyo

It may be safe to assume that Japanese did not learn anything new from IBM nor from Siemens and in the process lost money. It
could be also safe to assume that they are going to war over next generation technologies alone, (but in couples).

The ultimate beneficiary ..AMAT



To: Skeeter Bug who wrote (26908)12/4/1998 11:39:00 PM
From: Gottfried  Read Replies (4) | Respond to of 70976
 
Skeeter, I really know almost nothing about Y2K spending plans.
It just seems like such an easy problem for a nation that put
a man on the moon.<vbG> But I'll let my betters worry about it.

Gottfried



To: Skeeter Bug who wrote (26908)12/5/1998 2:46:00 AM
From: uu  Read Replies (3) | Respond to of 70976
 
Skeeter:

Just curious, are you still short XLNX and blindly following your leader (whjats his name - Mike Burke), or you came to your senses and covered in the $40's? The stock is currently at $61.

Regards,

Addi Jamshidi