Re: Samsung!

From: Rob Young (young_r_at_encompasserve.org)
Date: 01/08/05 

Date: 7 Jan 2005 21:42:43 -0600

In article <41DF5205.A8E62AC7@comcast.net>, David J Dachtera <djesys.nospam@comcast.net> writes:
> GWDVMS::MOELLER wrote:
>>
>> Seen on Korean (english language) TV <http://www.arirangtv.com>:
>>
>> In Tuesday's new report, they had a VERY LOW KEY ANNOUNCEMENT
>> of Samsung, the world's leading chipmaker, which mentioned a
>> company named INTEL.
>> [Since I happened to look elsewhere, I did not get the full text.]
>>
>> Do I remember correctly that these folks are free to build Alphas?

        Yes.

        But here is the low key announcement you are no doubt referring to:

http://www.realworldtech.com/forums/index.cfm?action=detail&PostNum=3011&Thread=1&entryID=44535&roomID=11

Topic: Hang together

Name: Paul DeMone (pdemone@igs.net) 1/5/05

In an earlier thread I predicted due to ever rising
costs in the semi industry smaller players would
have to start teaming up in consortiums to stay in
the wafer spinning business. It looks like it has
started already:

"LONDON . George Pataki, the Governer of New York, is expected Wednesday (Jan.
5) to unveil a plan for an IBM-led consortium that includes AMD, Infineon and
Sony to invest more than US$2.5 billion in a wafer fab, according to a Reuters
report.

The report also said that lithography equipment maker ASML Holding NV has
agreed to create its first research center outside Europe as part of the
project and that IBM had pledged to open up a semiconductor production line at
the Albany Nanotech research center.

IBM Corp., Sony Corp, Advanced Micro Devices Inc. and Infineon Technologies AG
have pledged $1.9 billion to build the core of the investment project . a wafer
fab at IBM's existing Fishkill, New York facility, the Reuters report said.

Another report, from the Albany Times Union said that IBM would have six
partners in the wafer fab project . Sony, Toshiba, Samsung, Infineon, AMD and
Chartered"

Here's the link:

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=56900573&_requestid=72041
  

---
	As Paul notes: "they'll hang together!"
	Why did you hear Intel?  No doubt something about Intel develops
	CPUs too, this appears to be an alliance opposing Intel, etc.
				Rob

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