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To: Chas who wrote (42637)	2/1/1999 5:25:00 PM
From: DJBEINO	Respond to of 53903

Toshiba To Outsource 40% Of Chip Production To Asian Firms TOKYO (Nikkei)--Toshiba Corp. (6502) plans to outsource 40% of its annual chip production to Taiwan and Singapore firms by fiscal 2001, company sources said Monday. The outsourcing will be worth an estimated 400 billion yen. Most Japanese chip makers produce almost all of their chips at their own plants, outsourcing an average of only 5% of overall production to Asian and other foreign firms. Toshiba hopes to save on capital investment and increase price competitiveness through the production consignment. Receiving orders from Toshiba will be Taiwanese firms Winbond Electronics Corp. and Worldwide Semiconductor Manufacturing Corp. Chartered Semiconductor Manufacturing Ltd. of Singapore will also take orders from Toshiba. While these firm are not Toshiba affiliates, the Japanese electronics maker has been providing production technology to them. For fiscal 1998, Toshiba plans to procure slightly less than 10% of its 800 billion yen worth of aggregate chip production from these firms but will increase the procurement ratio to 40% of its overall production of 1 trillion yen in fiscal 2001. Winbond will produce 128 megabit DRAMs for Toshiba from this summer. The increase in production outsourcing is expected to help Toshiba save 20-30% on capital investment necessary to increase production.

To: Chas who wrote (42637)	2/1/1999 7:51:00 PM
From: DavidG	Read Replies (1) \| Respond to of 53903

Chas, Nice move. One word of caution. I only in stay in a position for a short period of time. I have an average 2 15/16 on MUPL and may be out as early as tomorrow to possibly next week. Also I average buy and average sell so I certainly will be out of some on a drop and back in on any rallies usually taking from a 1/2 point to a couple of points. If the NAZ also starts to correct we may be in for a double or triple on some of our holdings. Good Luck Trading DavidG

To: Chas who wrote (42637)	2/1/1999 11:30:00 PM
From: DJBEINO	Respond to of 53903

Intel Offers Toshiba Funds To Make Direct Rambus DRAMs Tuesday, February 2, 1999 TOKYO (Nikkei)--Intel Corp. of the U.S. has offered to provide Toshiba Corp. (6502) with funds to increase production of Direct Rambus DRAM (dynamic random-access memory) chips, it was learned Tuesday. Full-scale mass production of the new DRAM chip is being delayed because many major manufacturers have reduced capital investment. Intel is already providing funds to Samsung Electronics Co. of South Korea and Micron Technology Inc. of the U.S. mainly through the purchase of convertible bonds issued by the firms. Toshiba will decide whether to accept the offer after finalizing details of its investment plan for the chips, according to company sources. Intel has not disclosed the amount of funds it is willing to provide, but it has supplied 500 million dollars to Micron and 100 million dollars to Samsung. Direct Rambus DRAM chips, which have a data-transmission capacity twice that of current mainstay synchronous DRAM chips, will be introduced in personal computers this year. The chips enable PC users to take full advantage of new high-speed microprocessor units, such as the ones Intel makes. Production of Direct Rambus DRAM chips, however, requires significant capital investment because inspection lines and other new facilities need to be set up, so Intel has decided to support chip makers suffering from sluggish earnings. Toshiba has taken the lead in producing the chips in Japan.