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To: hpeace who wrote (24444)	11/24/1997 11:28:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

11-25-97 : 'Exports of DRAM Chips may Continue to Rise This and Next Year' (from Korea) Exports of semiconductors will continue to increase this year and the next, boosted by the exports of nonmemory chips and 64 megabyte semiconductor chips, government officials said yesterday. The overseas shipments of semiconductors this year will slightly exceed the $17.8 billion recorded from the previous year due to the rise in exports of nonmemory chips, despite the decrease of $2 billion in exports of 16 megabyte dynamic random access memory (DRAM) chips to $5 billion, the Ministry of Trade, Industry and Energy said. The semiconductor exports next year is expected to show a marked increase from this year as the country's three major semiconductor producers _ Samsung, Hyundai and LG _ are shifting the generation of semiconductors from the 16 megabyte to 64 megabyte DRAM chips. Exports of semiconductors declined 3.8 percent to $14.41 billion during the first ten months of the year compared to the same period last year. The exports of nonmemory chips and assembled products showed the rise of 10.5 percent to 18.6 percent to $1.44 billion and $6.44 billion, respectively, during the cited period. Meanwhile, the monthly export figure showed more than double-digit growth for five consecutive months since June this year. ''The expansion of the 64 megabyte DRAM market will contribute a lot in increasing Korea's semiconductor exports next year,'' said a ministry official, adding that market shares of 64 megabyte DRAM produced by the three companies currently stands at 50 percent of the world market. If the current trend continues, 64 megabyte DRAM will see its demand increase drastically after the second half of 1998 by replacing 16 megabyte DRAM, he added. The official forecasted that there will be no abrupt fluctuations in the price of 16 megabyte and 64 megabyte DRAM in the near future. The continuing oversupply of 16 megabyte DRAM, however, may result in a further decline in prices of 64 megabyte DRAM as well as 16 megabyte DRAM, he said. The contract price of 16 megabyte and 64 megabyte DRAM this month stood at $6.5 to $6 apiece and $27 to $23, respectively.

To: hpeace who wrote (24444)	11/25/1997
From: hpeace	Respond to of 53903

dell says 70% of their components comes from far east... that sounds alittle high.....

To: hpeace who wrote (24444)	11/25/1997 12:32:00 AM
From: Trey McAtee	Read Replies (1) \| Respond to of 53903

steve-- using mediaGX only 25% margins? you have to be kidding. it should be higher. good luck to all, trey

To: hpeace who wrote (24444)	11/25/1997 8:57:00 AM
From: DavidG	Read Replies (1) \| Respond to of 53903

Steve, You seem to be a nice guy, but just have a problem understanding english.<G> You pretty much agreed with everything I said and yet said I am batting -1000. You have a strange way of calculating numbers. BTW I am a long term holder of CPQ and yet I believe they will see some weakness in the near term because of SEA problems and would not be putting any new money into it right now...and the same goes for DELL. And as far as << you are just pupping me for info... >> What can I say. Good Luck trading DavidG