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To: TREND1 who wrote (24304)	11/20/1997 12:32:00 PM
From: DavidG	Read Replies (1) \| Respond to of 53903

Larry, << Kau insisted that Nan Ya has no plans to bail out of the DRAM business, but its move into the foundry business comes to no surprise among industry analysts. >> It really sounds rediculous that their costs are 4.50 to 5 and they are going to stay in the busines. Why? to steal market share away from MU? It makes no sense to give away 3 to 3.50 per chip! I wonder what these guys are smoking... and they are going to use public funds to bail them out? They won't be able to sell that crap in this country.<g> Good Luck Trading DavidG

To: TREND1 who wrote (24304)	11/20/1997 1:31:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 53903

The Taiwanese have never lost one cent in semi in the last dozen years that they have entered the market. But they will learn this time - look for Nan Yan to 'merge' - if they can't make DRAMs, they probably won't yield foundry wafers as well. Potential profiteer in this - UMC perhaps? Nan Yan fab 'merges' into UMC for 50 cents on the dollar and stock only? patrick tang