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To: Dave B who wrote (58652)	10/23/2000 8:53:50 PM
From: Don Green	Respond to of 93625

O.T.?? HYUNDAI-ELECTRONICS) Hyundai Electronics Expands Foundry Operations Business Editors/High-Tech Writers SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 23, 2000--Hyundai Electronics Industries, Co., Ltd. (HEI) Semiconductor Manufacturing Service Business Unit (SMS BU) announced an increase in its 0.25 micron capacity with the investment of new backend equipment for conversion from DRAM to logic foundry. HEI's SMS BU, responsible for foundry business, said the new backend equipment, along with deep UV steppers, will be placed in Hyundai's Fab 4 located in Cheongju, Korea. HEI's foundry operation is continuing to convert more semiconductor fab capacity used for 64Mb DRAMs over to logic foundry. Currently, half of the Cheongju Fab 4 has been fabricating DRAM; the other half has been used for both 0.35 & 0.25 micron logic foundry services. The DRAM will be shifted to another fab, and the complete Cheongju Fab 4 will be converted to 0.25 micron logic foundry. Ramp up of the Cheongju Fab 4's 0.25 micron logic foundry is expected by 2Q 2001. HEI's 2001 plans call for a total of six fabs to support its foundry business. With heavy emphasis on utilizing existing facilities more efficiently, HEI is rapidly expanding its foundry services with leading-edge technology to strategically broaden its overall semiconductor presence and achieve its goal of leading the global semiconductor market. HEI's foundry operation has a total capability of about 4 million wafers production per year and will be running 90,000 wafers per month in the equivalent of 8-inch wafers by the end of this year.

To: Dave B who wrote (58652)	10/24/2000 8:17:53 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Dave. in which case I'd bet that we'll see an announcement by the beginning of Comdex at the latest. Perhaps, but I'm not too sure. Seem's to me that Intel would intro a major new product with a campaign resembling a theatrical production, ala MSFT, Apple, etc. Normally this would be accompanied by the major PC makers also showing their new products based on the technology. The Comdex booth focuses on P4 software, which to me is more like unveiling the performance that can be expected when the product is eventually announced. I also find it interesting that Intel has just come out with a major new TV and print campaign for the PIII. (I've seen it many times during football games). Three weird blue heads that focus on the III in PIII. In one ad the third guy douses himself in green paint, leaps up on a wall, and slides down to create the third I of the PIII. Considering that P4 won't be available for the holiday season, I suspect that Intel doesn't want to impact PIII sales with a high profile intro of P4. Also, Intel admits that PIII will continue to have major unit share through 2002. In the near term I think they will focus P4 in the business segment, particularly work stations, where cost is less an issue. Heavy promotion of PIII to the public makes good business sense to me. JMHO's