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

To: Skeeter Bug who wrote (27621)	1/7/1999 7:26:00 PM
From: Math Junkie	Read Replies (3) \| Respond to of 70976

When do you figure the DRAM makers will start making money? Perhaps more important in relation to this sector, when do you see the DRAM market being capacity-constrained again?

To: Skeeter Bug who wrote (27621)	1/7/1999 9:46:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Skeeter, Do you live by a beach? It seems you have your head in the sand. dailynews.yahoo.com MU is rumored to be getting an order turned down by an asian manufacturer because they could not meet demand. How do you reconcile your views with this news? BK

To: Skeeter Bug who wrote (27621)	1/7/1999 11:52:00 PM
From: Jeffrey D	Read Replies (2) \| Respond to of 70976

Skeets:<<i've been following dram closely for 3 years. my view of the cap equips is based on my view of dram. the dram boys aren't making money and won't make significant money for a long time.>> Skeeter, looks like those Knuckleheads at Toshiba think they can make some money in DRAMs. Guess they should have checked in with you before undertaking such a hopeless venture. Jeff << Toshiba says develops world's smallest DRAM chips TOKYO, Jan 8 (Reuters) - Toshiba Corp said on Friday it had developed the world's smallest dynamic random-access memory (DRAM) chip through cooperation with International Business Machines Corp (IBM) and Siemens AG. A Toshiba spokesman said the companies had achieved a chip-size reduction of 40 percent with 0.175 micron technology. Toshiba plans to start mass-producing the new DRAMs in Japan in late 1999, then transfer the technology to its joint venture plant with IBM in the United States, the spokesman said. He said the volume of production had not been decided. Toshiba expects the smaller DRAMs to enable it to reduce costs, although the amount of savings is still uncertain, the spokesman said. Toshiba currently has the capacity to produce five million 64 megabit DRAMs per month, he said. For higher-density chip technology, Toshiba sought Fujitsu Ltd as a partner. In December, Toshiba and Fujitsu announced they would jointly develop and launch the next-generation one-gigabit DRAM chips by the end of March 2002. The two firms said a joint team of some 100 researchers will be assembled at Toshiba's development centre to focus on ultra high-density 0.13-micron process technology. 21:49 01-07-99