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To: Don Green who wrote (35913)	12/17/1999 1:24:00 AM
From: Don Green	Respond to of 93625

POSTCARD FROM ASIA: KOREA Salomon Smith Barney ( If you have access to the Smith Barney site you might find the complete article interesting. It talks about Rambus ) Monday, December 13, 1999 --SUMMARY:----Semiconductors *Following a day of presentations by Korean electronics managers, it is clear companies were chastened by the burst of their economic bubble two years ago and are looking to sharply improve their balance sheets and financial ratios. Korea has gotten financial religion, or so it seems. --OPINION: The most impressive convert was Samsung Electronics (05930.KS, W273500, 1M) , who has improved ROE from 2% in 1997 to 31% in 1999. smithbarneyresearch.com Don

To: Don Green who wrote (35913)	12/17/1999 1:35:00 AM
From: Don Green	Respond to of 93625

The Korea Herald Copyright (C) 1999; Source: World Reporter (TM) - Asia Intelligence Wire Samsung Electronics will aggressively invest in all semiconductor fields, including memory, non-memory and liquid crystal display (LCD), company president Lee Yoon-woo said yesterday. Samsung will plunk down $1.8 billion to make its tenth production line in the second semiconductor manufacturing base in Kiheung, Kyonggi Province, by September next year. It will start producing 128-MB and 256-MB semiconductors as well as Rambus RAM (random access memory) chips by the end of next year, Lee told a press conference. Eight production lines will be made in the Kiheung plant. A total of 32,000 eight-inch wafers can be processed every month on the tenth line, which will be equipped with the most precise 0.15 micron semiconductor circuit line. "Samsung plans to secure 0.10 to 0.12 micron technology within one year to consolidate its leadership in the DRAM (dynamic RAM), SRAM (static RAM) and flash memory fields," Lee said. The company will put $2.2 billion in facility investment, including on the tenth line, and $600 million in research and development next year. New lines in the second manufacturing base are expected to create up to 10,000 jobs by 2005. Samsung expects total semiconductor sales of $9.3 billion this year - $6 billion in the memory sector, $2.2 billion in LCDs and $1.1 billion in non-memory. It will also invest 1.3 trillion won in the non-memory field by 2002 to promote sales of $4 billion by 2005. The company expects its semiconductor sales next year to grow 15 percent or more from this year. Meanwhile, Hyundai Electronics Industries will invest $1.35 billion to improve its semiconductor manufacturing facilities that were owned by the now-defunct LG Semicon by next year. Its wafer production capability will be 30 percent higher than that of Samsung if the facilities are improved.