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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Xpiderman who wrote (31099)	6/19/1999 10:56:00 PM
From: Gottfried	Respond to of 70976

Xy, I'll start on the KLAC chart now. I'm curious myself. G. [end]

To: Xpiderman who wrote (31099)	6/19/1999 11:24:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Xy, the KLAC chart is at the bottom of the list below. Of interest is that the AMAT and KLAC charts look similar, except the present cycle AMAT peak is much higher than in 1997. This is not true for KLAC. Please check some of the numbers [I do make mistakes sometimes]. Gottfried SEMI btb/orders/shipments geocities.com:80/WallStreet/5464/eqporder.gif AMAT price vs SEMI orders geocities.com:80/WallStreet/5464/amat_prc.gif KLIC price vs SEMI orders geocities.com:80/WallStreet/5464/klic_prc.gif KLAC price vs SEMI orders geocities.com:80/WallStreet/5464/klac_prc.gif NOTE: prices are daily close. SEMI orders on the price chart are plotted on the day they were announced. Thus the May '99 SEMI orders are plotted on June 17, when we first got word.

To: Xpiderman who wrote (31099)	6/21/1999 4:28:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Samsung opens spending tap in non-memory business By Anthony Cataldo EE Times (06/21/99, 2:19 p.m. EDT) TOKYO—After a one-year hiatus due to the Asian economic crisis, Samsung Electronics Co. Ltd. said it will try reinvigorating its non-memory semiconductor business by boosting its spending on products such as Alpha CPUs, system-on-chip devices, MCUs, networking chips, multimedia and wireless communications devices. The increased emphasis on non-memory products coincides with Samsung's recent decision increase its capital spending and R&D for semiconductors to $1.2 billion rather than keep its spending flat at $1 billion in 1999. The increase in spending was made largely because the company has seen its overall profits improve. Samsung had attempted to fold in value-added logic and ASICs into its product portfolio in two years ago, but the company was stymied by the onset of the Asian financial crisis and International Monetary Fund (IMF) restrictions on investments. "When we had initiated our system LSI plans in 1997, we didn't believe there was going to be an economic crisis," said a Samsung spokeswoman in Seoul. "Last year we had to downsize all investments because of the IMF. Now we're making more money and we're focusing more on our system LSI business again." Last year, Samsung Electronics net profit increased 153.6 percent to $259.5 million, due largely to a 30 percent increase in exports for products such as handsets, the spokeswoman said. Memory devices still account for the majority of Samsung's semiconductor sales. Last year, Samsung sold $5.4 billion in semiconductors, $1 billion of which came from non-memory products. Samsung's aim is to boost sales of non-memory products to $1.2 billion in 1999, $1.8 billion in 2000 and $2.5 billion by 2001. Over the same period, Samsung will spend $1.2 billion to expand production of non-memory chips. By the third quarter of this year, Samsung will complete its development of 0.18-micron design rule process technology, which the company intends to utilize for devices such as multimedia devices and wireless handset chips. At the same time, Samsung wants to add 1,100 new researchers that will work on value-added logic devices outside of the memory realm. By 2001, the company aims to have 2,600 researchers working in these areas including 300 "core researchers," or triple the staff it has today. Other steps Samsung plans to make include renovating its distribution system and forming strategic alliances with overseas companies, according to a press release. "We are upgrading our business by increasing the portion of investments in non-memory facilities and R&D allotted to strategic products from the current 40% to 80% in 2001. Moreover, the System LSI Division plans to concentrate on next-generation digital products to include digital TV, MP3 players, DVD players, UADSL for networks, and the next-generation wireless communications IMT-2000 and UMTS products," said Daeje Chin, executive vice president and chief executive of Samsung Electronics' System LSI Division, in a statement. Chin will outline Samsung Electronic's strategy this week in New York City at a press conference during PC Expo. eetimes.com