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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (2618)	3/8/1999 8:17:00 PM
From: Duker	Read Replies (1) \| Respond to of 5867

TSMC in discussions with Intel A service of Semiconductor Business News, CMP Media Inc. Story posted 5 p.m. EST/2 p.m. PST, 3/8/99 By Jack Robertson HSINCHU, Taiwan -- Taiwan Semiconductor Manufacturing Corp. (TSMC) today confirmed that it had "informal" contact with Intel Corp. about making an unspecified device, which industry sources said would be Direct Rambus DRAMs either for Intel or other memory makers. A TSMC spokesman said no formal discussions have resulted. An Intel spokesman declined to comment. Taiwanese foundries have been qualifying themselves with Intel and Rambus Inc. for potential orders in a projected production rampup for the next generation wideband memory chip. The kickoff for higher-speed Intel processors and chip sets and Direct RDRAMs has slipped at least three months to the end of the third quarter this year. One reported reason is concern over large-scale availability of the new memory chip, which requires chip makers to invest heavily in a wide array of new production equipment and testers.