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

To: Lone Star who wrote (33891)	1/24/2000 12:29:00 AM
From: Jeffrey D	Read Replies (2) \| Respond to of 70976

Looks like Samsung wants a "made in Korea" label on etching equipment instead of "made in the USA." Jeff << KOREA ECONOMIC WEEKLY: SAMSUNG ELECTRONICS JOINS WITH KUCKDONG AND JAPAN'S STC TO DEVELOP CHIP EQUIPMENT 91% match; The Korea Economic Daily ; 24-Jan-2000 12:00:00 am ; 141 words Samsung Electronics Co. has linked with an alliance between Kuckdong Numeric and Science Technology Corp. (STC) of Japan to jointly develop critical equipment for 12-inch wafer processing. This is a 90:10 venture between Kuckdong and STC. Under the terms of the deal, STC will transfer all the technologies necessary to develop etching equipment while Kuckdong undertakes production of the equipment. Final test runs will be handled by Samsung. The etching-processing equipment which Kuckdong will produce will substitute for imported machines when eventually marketed, expected in 2001. The Korean company has slated 20 billion won for the development project. The equipment, used to remove light-sensitive coating from the wafer to reveal circuit patterns of each chip, costs about $2 million per unit. Usually a production line capable of producing 30,000 wafers a month requires about 100 of these machines. Until now, all such etching equipment has been supplied by Applied Materials and LAM Research of the United States, or Tokyo Electron and Oki of Japan. >.

To: Lone Star who wrote (33891)	1/28/2000 6:23:00 PM
From: Mephisto	Respond to of 70976

Hello, Lone Star! I follow your advice precisely: I hold "AMAT through thick and thin" because, like you, I believe it "is still the easiest thing to do." Also, I keep ARMHY, STM and TXN. I expect excellent profits from STM and TXN this year. I bought ARMHY last summer so I don't know that much about it except I expect a stock split when earnings are announced next week. I don't follow the Internet Stocks but YAHOO is my favorite Internet source. Best wishes, Mephisto