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To: Bilow who wrote (43425)	6/5/2000 3:49:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Re speculation on the thread that Hyundai would break ranks with the other memory makers and take the Intel RDRAM bait. For example: May 26, 2000 Given the interconnection of financing for these large industrial groups in Korea, I would think this would provide even further impetus for Hyundai accepting the Intel offer of cash. #reply-13781717 James Fulop May 26, 2000 If I were Intel facing the "solid" DRAM consortium I would figure out where my dollars could do the most good (highest potential volume output) and provide the most leverage (firm is most in need of capital). Hyundai is the answer on both counts. Watch the solid consortium break up in the weeks ahead. #reply-13783552 pompsander May 27, 2000 If Hyundai "cracks", others will follow. #reply-13788658 pompsander June 3, 2000 Hyundai: There appears to be very little press coming out on Hyundai's refinancing. Their situation has significant impact on whether they will break ranks with Micron and Hitachi / NEC, in my opinion. Wish we knew more. #reply-13823675 blake_paterson Now its June 5 and still no agreement has been announced between Intel and a memory maker. Maybe it's time to take another look at the condition of Hyundai. You would think that with SDRAM prices rising they would be doing better. Here's some The Korea Herald links that will tell the story: May 3, 2000 Kim calls for early settlement of Hyundai's financial problem President Kim Dae-jung urged economic officials yesterday to ensure that the financial problems plaguing the nation's investment trusts were resolved at an early date. koreaherald.co.kr Chipmakers' PER [PE Ratio] seen very low Samsung's PER is 8.1 times, while Hyundai stands at 7.4 and Anam 1.8. koreaherald.co.kr May 29, 2000 Lawmakers call for swift steps to help ease 'Hyundai shock' "As we know, Hyundai is suffering from a temporary liquidity shortage of about 380 billion won ($345 million), but whether to provide any additional credit to the troubled group is something that should be determined by its creditor banks," Lee said. koreaherald.co.kr May 31, 2000 Seoul stocks end sharply higher as Hyundai Group fears subside koreaherald.co.kr June 5, 2000 Hyundai Electronics attracts $100 mil. from CSFB The company plans to use the funds partly to improve its financial structure and partly in working capital. koreaherald.co.kr Domestic firms facing hardship borrowing money from banks Domestic companies are still having difficulties in borrowing money from banks and nonbank financial institutions though a liquidity crunch at the Hyundai Group has almost come to an end, banking sources said yesterday. koreaherald.co.kr Looks like window of opportunity for Intel to get extreme pressure on Hyundai has passed. Oops. -- Carl