Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 271.02

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10:21 AM EST

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To: Investor2 who wrote (24563)	9/23/1998 9:42:00 PM
From: Justa Werkenstiff	Read Replies (1) of 70976

I2: Re: "Are the companies in the article planning to raise prices in U.S. dollar terms or in local currencies?" I do not know the contract arrangement that the likes of Samsung and NEC have with their customers. The article was dollar denominated. I am sure there are more people knowledgeable out there on this issue. But I am not sure it makes any difference at all if price increases are booked in dollars or local currency. The pricing trend was the important thing to me although some will argue (and perhaps rightly so) that this is a seasonal blip. Nevertheless, I view the Samsung article as the most positive I have seen in awhile on DRAMs. Samsung has a huge share of worldwide DRAM (19% or so) and is reportedly the worldwide leader in the production of memory chips at least before MU bought out TI's memory business. And when they go on record by saying that they are "certain" that memory chip supply and demand will be largely in balance by the middle of 1999 in this current environment, I sit up and take notice.

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