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To: Rob-Chemist who wrote (3016)	10/24/1997 5:11:00 PM
From: Jack Kunkle	Respond to of 10921

Rob-Chemist: I think that bit growth is an important factor to consider as well. My observation is that Korea, Taiwan, Singapore, and some other Asian nations are trying to build large-scale semiconductor production infrastructures. If they are committed to this strategy, and bit growth continues to grow at 70 to 100% clips, then they have no choice but to invest. If they choose to not invest then they stand a chance to loose share to other countries who will step-up to the opportunity. If bit growth is this important, then weakness of the Asian currencies relative to the US Dollar may reduce the dollar based consumer discretionary spending in Asia. This may impact world wide bit growth. These currencies relatively to the Dollar need to strengthen. Regards, Jack Kunkle

To: Rob-Chemist who wrote (3016)	10/24/1997 5:12:00 PM
From: Sam Citron	Read Replies (2) \| Respond to of 10921

RC, Is it possible that some Asian governments may have subsidized fab construction as showcase development projects "to bring the country into the 21st century" and that these are part of the story of the DRAM glut we are experiencing? I believe Malaysia, Korea, Taiwan and Thailand have all subsidized such fabs. Now IBRD is being asked to help. Can we really expect the money spigot to remain open for new fabs now that the bankers are taking a harder look? And with the bankers in charge, can we expect them to know enough about the technology to make sound infrastructure investment decisions, whether it be fab upgrades or new fabs? SC