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To: Don Green who wrote (40369)	9/17/1999 7:42:00 AM
From: long-gone	Read Replies (1) \| Respond to of 116760

I was hoping someone else would mention this most dramatic sign of commodity re/ inflation (most now consider DRAMs a commodity): Thursday September 16, 3:20 pm Eastern Time Company Press Release SOURCE: SEMI Semiconductor Industry Recovery in Full Swing - Consensus at SEMICON Taiwan 99 Leading Taiwan Chip makers TSMC, UMC Increasing Budgets for Capital Expenditures TAIPEI, Taiwan, Sept. 16 /PRNewswire/ -- With prices for 16 megabit DRAMs at a new high, and wafer foundries operating at full capacity again, chip makers in Taiwan and the Asia Pacific region are enjoying strong profits and subsequently are increasing their capital expenditures, according to semiconductor equipment industry leaders meeting in Taiwan this week. ``We (the industry) should have a pretty good next few years,' according to David Wang, senior vice president of Applied Materials Inc., speaking at SEMICON Taiwan 99 -- the annual exposition where chip makers and equipment and materials vendors gathered to do business and exchange ideas and information. (cont) biz.yahoo.com