Intel Corp (INTC): 08:05 ET Intel talking to Japanese chipm...

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Re: fowler post# 926

Thursday, 09/26/2002 9:26:22 AM

Thursday, September 26, 2002 9:26:22 AM

08:05 ET Intel talking to Japanese chipmakers about DRAM production: Bloomberg (INTC) 15.20: Bloomberg reporting that the Economic Daily News out of Taiwan says today Intel has been in talks with Japanese chipmakers Mitsubishi and Elpida about making memory chips - the story doesn't cite any source for this speculation and an Intel spokesman would not comment. Separately, Korean chipmaker Hynix sold its flat panel division for $380 mln, which could provide liquidity to stay in the memory business longer. Both news items are being seen as negative for Micron (MU).

I find that hard to believe, based on the amount of 0.18u and 0.13u capacity intel has on-line. Why would they be talking to a competitor about making chips for them? That would mean that intel decided to idle the Ireland Fabs over Christmas, due to poor market conditions, and at the same time contract out manufacturing. It doesn't make any sense.

Semi