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

To: Gottfried who wrote (32491)	9/15/1999 5:10:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

semibiznews.com

To: Gottfried who wrote (32491)	9/16/1999 12:03:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and Threaders, DW Bull % for week as follows. SCROLL TO RIGHT TO SEE ALL DATA. Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." PAUL Percent Percent Percent Percent Percent 8/17/99 8/24/99 8/31/99 9/8/99 9/14/99 10week 31.77 10week 33.87 10week 26.4 10week 32.59 10week 31.61 LEADING INDICATOR #1 30week 46.17 30week 46.62 30week 40.4 30week 42.67 30week 39.25 LEADING INDICATOR #4 bpaero 45.2 bpaero 38.4 bpaero 41.1 bpaero 41.1 bpaero 35.6 bpasia 62 bpasia 66 bpasia 66 bpasia 66 bpasia 66 bpauto 48.5 bpauto 45.4 bpauto 44.9 bpauto 46.4 bpauto 40.6 bpbank 39 bpbank 41.2 bpbank 40.9 bpbank 39 bpbank 34.6 bpbiom 55.9 bpbiom 61.4 bpbiom 56.7 bpbiom 54.4 bpbiom 56.3 bpbuil 40.2 bpbuil 37.6 bpbuil 38.7 bpbuil 37.6 bpbuil 38.4 bpbusi 42.2 bpbusi 41.9 bpbusi 41.9 bpbusi 40.6 bpbusi 44.8 bpchem 47.1 bpchem 49 bpchem 45.2 bpchem 45.1 bpchem 41.7 bpcomp 45.7 bpcomp 45.7 bpcomp 46.8 bpcomp 47.6 bpcomp 47.6 bpdrug 49.2 bpdrug 54 bpdrug 54 bpdrug 54 bpdrug 54 bpelec 53.8 bpelec 54.5 bpelec 52.1 bpelec 54.7 bpelec 56.3 bpeuro 53.6 bpeuro 53.6 bpeuro 57.1 bpeuro 57.1 bpeuro 50 bpeuti 49.4 bpeuti 50.6 bpeuti 48.1 bpeuti 48.1 bpeuti 48.1 bpfina 45 bpfina 46.4 bpfina 42.9 bpfina 43.8 bpfina 43.2 bpfood 39.5 bpfood 38.9 bpfood 37.9 bpfood 39.1 bpfood 38.5 bpfore 62 bpfore 60 bpfore 44 bpfore 42 bpfore 42 bpgame 59.1 bpgame 61.4 bpgame 59.1 bpgame 55.8 bpgame 53.5 bpguti 63.6 bpguti 68.2 bpguti 68.2 bpguti 67.7 bpguti 70.8 bpheal 39.1 bpheal 38.6 bpheal 39 bpheal 42.7 bpheal 42.1 bphous 43.2 bphous 42.2 bphous 40 bphous 40.7 bphous 38.4 bpinet 47.06 bpinet 59.38 bpinet 47.42 bpinet 53.2 bpinet 57.01 bpinsu 35.5 bpinsu 35.1 bpinsu 31.8 bpinsu 30.9 bpinsu 28.6 bplati 48.1 bplati 48.1 bplati 48.1 bplati 48.1 bplati 46.3 bpleis 38.9 bpleis 39.7 bpleis 39.2 bpleis 36.5 bpleis 39.1 bpmach 44.6 bpmach 40.4 bpmach 37 bpmach 39.4 bpmach 36 bpmedi 48 bpmedi 49 bpmedi 47.1 bpmedi 50 bpmedi 53.9 bpmeta 67.1 bpmeta 64.6 bpmeta 62 bpmeta 62 bpmeta 56.4 bpnyse 46.4 bpnyse 46.6 bpnyse 44.7 bpnyse 44.6 bpnyse 44.5 NEW YORK STOCK EXCHG. bpoil 65.2 bpoil 64.1 bpoil 62.8 bpoil 62.1 bpoil 65 bpoils 75.8 bpoils 75.8 bpoils 71.1 bpoils 71.1 bpoils 68.9 bpopti 46.35 bpopti 48.64 bpopti 46.31 bpopti 47.02 bpopti 47.55 LEADING INDICATOR #2 bpotc 46.5 bpotc 48.2 bpotc 46.7 bpotc 48.3 bpotc 49.4 OVER-THE-COUNTER bpprec 27.7 bpprec 27.7 bpprec 28.3 bpprec 28.3 bpprec 28.3 bpprot 51.3 bpprot 48.7 bpprot 44.7 bpprot 42.1 bpprot 44.7 bpreal 47.4 bpreal 47.1 bpreal 46.1 bpreal 46.3 bpreal 48.2 bprest 37.3 bprest 37.8 bprest 36.6 bprest 38.6 bprest 39.8 bpreta 32.2 bpreta 33.9 bpreta 31.6 bpreta 31.1 bpreta 33.2 bpsavi 46.8 bpsavi 46.5 bpsavi 44.5 bpsavi 44.2 bpsavi 42.9 bpsemi 58.8 bpsemi 55.2 bpsemi 58.3 bpsemi 64.6 bpsemi 65.6 bpsoft 39.8 bpsoft 44.2 bpsoft 46.8 bpsoft 48.9 bpsoft 52.8 bpstee 52.9 bpstee 52 bpstee 52 bpstee 50 bpstee 48 bptele 45.5 bptele 45.4 bptele 47.2 bptele 49.1 bptele 53.1 bptext 39.5 bptext 40.7 bptext 39.4 bptext 38.5 bptext 40.4 bptran 54 bptran 54 bptran 53.4 bptran 52.9 bptran 49.4 bpwall 43.4 bpwall 41.5 bpwall 28.3 bpwall 28.8 bpwall 28.8 bpwast 47.5 bpwast 45 bpwast 43.3 bpwast 41.7 bpwast 40 HiLo 20.7 HiLo 33.01 HiLo 38.39 HiLo 34.41 HiLo 33.13 LEADING INDICATOR #3 NUMERICAL ORDER BELOW Percent Percent Percent Percent Percent 8/17/99 8/24/99 8/31/99 9/8/99 9/14/99 bpoils 75.8 bpoils 75.8 bpoils 71.1 bpoils 71.1 bpguti 70.8 bpmeta 67.1 bpguti 68.2 bpguti 68.2 bpguti 67.7 bpoils 68.9 bpoil 65.2 bpasia 66 bpasia 66 bpasia 66 bpasia 66 bpguti 63.6 bpmeta 64.6 bpoil 62.8 bpsemi 64.6 bpsemi 65.6 bpfore 62 bpoil 64.1 bpmeta 62 bpoil 62.1 bpoil 65 bpasia 62 bpgame 61.4 bpgame 59.1 bpmeta 62 bpinet 57.01 bpgame 59.1 bpbiom 61.4 bpsemi 58.3 bpeuro 57.1 bpmeta 56.4 bpsemi 58.8 bpfore 60 bpeuro 57.1 bpgame 55.8 bpelec 56.3 bpbiom 55.9 bpinet 59.38 bpbiom 56.7 bpelec 54.7 bpbiom 56.3 bptran 54 bpsemi 55.2 bpdrug 54 bpbiom 54.4 bpdrug 54 bpelec 53.8 bpelec 54.5 bptran 53.4 bpdrug 54 bpmedi 53.9 bpeuro 53.6 bptran 54 bpelec 52.1 bpinet 53.2 bpgame 53.5 bpstee 52.9 bpdrug 54 bpstee 52 bptran 52.9 bptele 53.1 bpprot 51.3 bpeuro 53.6 bplati 48.1 bpstee 50 bpsoft 52.8 bpeuti 49.4 bpstee 52 bpeuti 48.1 bpmedi 50 bpeuro 50 bpdrug 49.2 bpeuti 50.6 bpinet 47.42 bptele 49.1 bptran 49.4 bpauto 48.5 bpmedi 49 bptele 47.2 bpsoft 48.9 bpotc 49.4 OVER-THE-COUNTER bplati 48.1 bpchem 49 bpmedi 47.1 bpotc 48.3 bpreal 48.2 bpmedi 48 bpprot 48.7 bpsoft 46.8 bplati 48.1 bpeuti 48.1 bpwast 47.5 bpopti 48.64 bpcomp 46.8 bpeuti 48.1 bpstee 48 bpreal 47.4 bpotc 48.2 bpotc 46.7 bpcomp 47.6 bpcomp 47.6 bpchem 47.1 bplati 48.1 bpopti 46.31 bpopti 47.02 bpopti 47.55 LEADING INDICATOR #2 bpinet 47.06 bpreal 47.1 bpreal 46.1 bpauto 46.4 bplati 46.3 bpsavi 46.8 30week 46.62 bpchem 45.2 bpreal 46.3 bpbusi 44.8 bpotc 46.5 bpnyse 46.6 bpauto 44.9 bpchem 45.1 bpprot 44.7 bpnyse 46.4 bpsavi 46.5 bpprot 44.7 bpnyse 44.6 bpnyse 44.5 NEW YORK STOCK EXCHG. bpopti 46.35 bpfina 46.4 bpnyse 44.7 bpsavi 44.2 bpfina 43.2 30week 46.17 bpcomp 45.7 bpsavi 44.5 bpfina 43.8 bpsavi 42.9 bpcomp 45.7 bptele 45.4 bpfore 44 bpheal 42.7 bpheal 42.1 bptele 45.5 bpauto 45.4 bpwast 43.3 30week 42.67 bpfore 42 bpaero 45.2 bpwast 45 bpfina 42.9 bpprot 42.1 bpchem 41.7 bpfina 45 bpsoft 44.2 bpbusi 41.9 bpfore 42 bpauto 40.6 bpmach 44.6 bphous 42.2 bpaero 41.1 bpwast 41.7 bptext 40.4 bpwall 43.4 bpbusi 41.9 bpbank 40.9 bpaero 41.1 bpwast 40 bphous 43.2 bpwall 41.5 30week 40.4 bphous 40.7 bprest 39.8 bpbusi 42.2 bpbank 41.2 bphous 40 bpbusi 40.6 30week 39.25 LEADING INDICATOR #4 bpbuil 40.2 bptext 40.7 bptext 39.4 bpmach 39.4 bpleis 39.1 bpsoft 39.8 bpmach 40.4 bpleis 39.2 bpfood 39.1 bpfood 38.5 bptext 39.5 bpleis 39.7 bpheal 39 bpbank 39 bphous 38.4 bpfood 39.5 bpfood 38.9 bpbuil 38.7 bprest 38.6 bpbuil 38.4 bpheal 39.1 bpheal 38.6 HiLo 38.39 bptext 38.5 bpmach 36 bpbank 39 bpaero 38.4 bpfood 37.9 bpbuil 37.6 bpaero 35.6 bpleis 38.9 bprest 37.8 bpmach 37 bpleis 36.5 bpbank 34.6 bprest 37.3 bpbuil 37.6 bprest 36.6 HiLo 34.41 bpreta 33.2 bpinsu 35.5 bpinsu 35.1 bpinsu 31.8 10week 32.59 HiLo 33.13 LEADING INDICATOR #3 bpreta 32.2 bpreta 33.9 bpreta 31.6 bpreta 31.1 10week 31.61 LEADING INDICATOR #1 10week 31.77 10week 33.87 bpwall 28.3 bpinsu 30.9 bpwall 28.8 bpprec 27.7 HiLo 33.01 bpprec 28.3 bpwall 28.8 bpinsu 28.6 HiLo 20.7 bpprec 27.7 10week 26.4 bpprec 28.3 bpprec 28.3

To: Gottfried who wrote (32491)	9/16/1999 12:27:00 PM
From: Proud_Infidel	Respond to of 70976

Samsung begins construction on last 8-in-wafer DRAM fab By Jack Robertson Electronic Buyers' News (09/16/99, 11:47:32 AM EDT) Taipei, Taiwan -- Samsung Electronics Co. has quietly launched construction of an 8-in.-wafer DRAM fab in Korea. To be known as Line 10, the fab is expected to go into production late next year or in early 2001, according to equipment suppliers. David Wang, senior vice president of Applied Materials Inc., said Line 10 will be Samsung's last 8-in.-wafer fab. A planned Line 11 plant, to be built in another two years, will be the Korean chip maker's first 300-mm-wafer plant, he said. Samsung has confirmed acquiring a site for the new fab, but parried questions on when construction would start. Exhibitors at last week's SEMI Semicon Taiwan equipment show, however, all agreed that Samsung has begun building the Line 10 complex, and would start installing chip gear early next year. Samsung's decision to build another 8-in.-wafer fab reportedly was driven by the urgency of adding new capacity to meet higher demand at the end of next year, when DRAMs could fall back into market shortages. The fab is expected to be capable of moving toward 0.15-micron processing to make 256-Mbit SDRAMs and Direct Rambus DRAMs. Sources also said Samsung is determined to maintain production economies of scale in vying against two DRAM rivals, Micron Technology Inc. and the newly merged Hyundai Electronics Industries Co. and LG Semicon Co. Ltd. Applied Materials' Wang said the three memory giants next year will comprise 73% of the global DRAM market. Samsung this year will launch production of the last phase of Line 9 at Keiheung, which was equipped starting last winter. The capacity expansions are the major reason why Samsung this year twice increased its capital spending--initially a $200 million boost to $1.2 billion, and then a jump to $1.8 billion. Semicon Taiwan exhibitors also were watching attempts by the Hong Kong government to attract a foreign partner to build the first front-end fab in the former British colony. Hong Kong has revived its efforts to launch a fab at the Silicon Harbor development area, after Motorola Inc's Semiconductor Products Sector decided not to build a wafer front-end plant in the area. Motorola has also put on hold its $2 billion fab under construction in Tianjin, China. ebnews.com