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To: TREND1 who wrote (50661)	3/6/2000 10:23:00 AM
From: DJBEINO	Respond to of 53903

World DRAM Market to Grow 25 Pct. in 2000: Nikkei Survey March 6, 2000 (TOKYO) -- The global market for DRAM microchips will likely expand 25.4 percent from a year ago to US$27.58 billion in 2000, marking the second consecutive year of increase, according to a survey conducted by Nikkei Market Access. If this total is reached, it will be the second highest level since 1995, when it posted a record high. The continuing expansion of the DRAM market in recent years is due mainly to a steady increase in sales of personal computers. However, the survey warns that the market could see its growth slow down in 2001 and later, unless DRAMs are used for products other than PCs as main memory devices. In 1996, DRAM prices nosedived, sending the ratio of the cost of DRAMs to the entire PC cost to below 10 percent, compared with 10 percent to 20 percent in 1995 and before. Industry observers say there is no sign that the ratio could turn up again. If not, the expansion of the DRAM market will be limited by the growth of the PC market, the survey said. Production of DRAMs in 2000 will be dominated by four companies -- Micron Technology Inc. of the United States, Samsung Electronics Co., Ltd. and Hyundai Electronics Industries Co., Ltd., both in Korea, and Infineon Technologies AG of Germany, with a total estimated 70 percent market share in terms of numbers of bits. By contrast, the combined world share of Japanese makers will drop from some 47 percent in 1995 to around 25 percent in 2000, as they are shifting the target of their production from DRAMs to SRAM microchips. SRAMs are mainly used in cellular phones, flash memories and logic ICs for consumer digital appliances. nikkeibp.asiabiztech.com

To: TREND1 who wrote (50661)	3/6/2000 4:04:00 PM
From: TREND1	Respond to of 53903

Symbol Pct Name AMD +14.3% Advanced Micro Devices RMBS +14.1% Rambus Inc. NSM +9.4% National Semiconductor LSCC +6.0% Lattice Semiconductor LSI +4.1% LSI Logic Corporation MU +2.7% Micron Technology Inc. MOT +2.5% Motorola Inc. NVLS +2.5% Novellus Systems Inc. KLAC +1.1% KLA-Tencor Corporation TER -1.3% Teradyne Inc. INTC -1.6% Intel Corporation TXN -1.8% Texas Instruments XLNX -2.6% Xilinx Incorporated ALTR -3.0% Altera Corp. AMAT -3.5% Applied Materials LLTC -4.5% Linear Technology Corp.

To: TREND1 who wrote (50661)	3/6/2000 5:16:00 PM
From: Shortcut	Read Replies (1) \| Respond to of 53903

Larry, thanks, some things are certainly a lot clearer. Some comments: (5) This current race seems to be by far the most explosive judging from a 15-year chart: bigcharts.com I just wonder how well your system will handle this completely bizarre movement, which is really of another world than previous price movements. So, HAL is neutral now right? What does it take to turn him negative? Is that where the 40 days come in? Also, do you have an opinion on the fundamental question of the forced conversion? If I were a convertible holder I would have shorted massively already to lock in a profit. Was that the 50000 blocks on the ask that I saw during the last spurt? Who knows. But until the conversion is forced, it is highly likely that MU will be kept above that magic number $88. Rangebound fairly boring trade until then or are they going to try to take it even higher? I know I'm rambling, but there are lots of interesting issues regarding this stock at the moment. Regards, Shortcut