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To: unclewest who wrote (21952)6/8/1999 6:51:00 AM
From: wsp  Respond to of 93625
 
Unclewest,

Thanks again for your response. I've been following the board since feb. '99. I have yet to see you submit info without evidence to support it. I should cancel my ZACH's, Merril Lynch reports, and Multex investors network. I don't have time to read them with all the info you keep bringing in.

I guess you'll start charging for your research pretty soon ??

hope not but if so count me in !!

scott,



To: unclewest who wrote (21952)6/8/1999 7:10:00 AM
From: REH  Respond to of 93625
 
Samsung Develops BGA Tape

Jun 07, 1999, (Comline via COMTEX) -- Samsung Aerospace has developed
a Ball Grid Array (BGA) copper-coated circuit tape in-house, said the
company on May 25. The company is in talks with Intel of the US and ASE
of Taiwan. Samsung will launch a 1.5 billion won production line to
produce 20 million tapes per month. The copper-coated tape is lighter
than its lead frame cousin, and is a key component of RAMBUS SDRAM
chips. Samsung plans to develop a new copper-coated tape for flash
memory and microprocessor chips. The company will earn 250 billion won
per year with non-metal materials.


reh



To: unclewest who wrote (21952)6/8/1999 10:19:00 AM
From: MileHigh  Read Replies (3) | Respond to of 93625
 
uncle,

You know I always try and poke holes in stories just to keep 'em "on their toes". So, how can Dataquest predict the following....

He remains optimistic about the near future of the DRAM market, predicting a revenue peak of $43bn (£27bn) in 2001, although this will be followed by another price crash in 2002.

And Stuart predict this...

i realize that the numbers seem enormous in today's dram market of $15 billion. remember the dram market is projected to grow to over $100 billion by 2002. that is 6x present.

I'm sorry, but I have to question this number and the 90% penetration rate....How do you get DRAM market to $100M in '02? Who projects this?

MileHigh