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To: John McDonald who wrote (5894)	8/30/1999 6:46:00 PM
From: Ram Seetharaman	Read Replies (2) \| Respond to of 9582

I am not. But any attendee is welcome to post about the event!

To: John McDonald who wrote (5894)	8/31/1999 1:29:00 AM
From: DJBEINO	Respond to of 9582

Korean chip makers enjoy soaring profits Aug 31, 1999 - Korean semiconductor manufacturers are expected to enjoy as handsome profit as they had during the boom days between 1994 and 1996, in line with growing demand for memory chips, according to industry sources. Analysts say that the global dynamic random access memory chip market is showing an obvious sign of recovery, which is similar to that of the 1994-1996 boom days. The spot market price of 64-megabit DRAM chips, which plunged to US$4.50 last June, has soared to US$8 to US$8.65. Samsung Electronics officials predicted that the price of 64-meg memory chips would recover to the US$10 level by the year's end. For this reason, the Korean chip maker expects more than 2.5 trillion won (about US$2.1 billion) in net profit in this year's semiconductor sales. Hyundai Electronics Industries and LG Semicon, which suffered losses during the first half as a result of their tedious merger, also are expected to generate profits during the second half of the year.

To: John McDonald who wrote (5894)	9/1/1999 1:42:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

DRAM price continues to climb The price of 64M DRAM (dynamic random access memory) chips continues its climb, trading at more than $9 per unit in the spot market. This is an increase of $1 over a period of one week, as the 64M DRAM price continues to recover since it hit bottom at the end of June at $4.60. The most widely traded 8M x 8 PC-100 traded Monday on the U.S. spot market at $8.48-$9.17 per unit. The 16M x 4 synchronous DRAM used in graphics traded at $8.55-$9.24. The spot price of 64M DRAM broke the $5 barrier in mid-July and has continued its steep climb of more than $4 in just six weeks. The industry expects the price to reach more than $10 in September. The explosion in Internet usage and the boom in low-end PCs are fueling the increase in the price of DRAM. The demand for new PCs in the face of the Y2K glitch is also adding fire to the fuel as the supply fails to meet demand due to a restructuring in the memory sector. As the spot price of 64M DRAM stands at about $9 per unit, Samsung Electronics, Hyundai Electronics Industries and Hyundai MicroElectronics are expected to charge their regular clients about $10 per unit, increasing their profits by a large margin. Updated: 09/01/1999