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To: shane forbes who wrote (7698)	11/7/1997 3:38:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Way to go, O Most Justly Honored One... Hey Getgo...there's your answer. So, are we correct in understanding that it is only the capital equipment expenditures for the Gresham plant that we are discussing?.... Wouldn't the stretchout on that plant have meant a reduction of the capital expenditures during CY 98 in any case? So..mostly much ado-doo about a largely expected event?? Love those "analysts"... Getting ready to buy, O most F&F One? TSO

To: shane forbes who wrote (7698)	11/7/1997 4:12:00 PM
From: getgo234	Read Replies (2) \| Respond to of 25814

Shane and others: Has anyone heard about any of the Asia chipmakers (not equipment makers) running into financial difficulties which would not allow them to continue their expansion plans? My perception is that many of the Asian chipmakers focus more on market share than short term profitability. At some point in time low chip prices will have to take a toll on the financial health of these companies. In Korea for example it is my understanding that the government at a minimum provides financial support to "high priority industries". With Korean economy in trouble is the Korean government in a position to continue to support these industries. The point I am getting at is will excess capacity in the chip making industry disappear or at least lessen? Or is this all wishful thinking on my part ?