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To: Moonray who wrote (7979)	11/26/1997 9:59:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Thanks o~~~ O. Here's something additional about the Korean thing in terms of semiconductor capital investment. As mentioned previously Korean, Taiwan and Japan have a much greater direct impact on the semi-world than the other countries in SEA (Singapore's holding O.K. I think so they don't count). biz.yahoo.com Samsung will scale down overall investment and focus on core growth businesses, such as memory and non-memory semiconductors, telecommunications, automobiles and Samsung Corporation's retail business. In 1998, Samsung will cut investment by at least 30 percent to six trillion Korean won, down from 8.2 trillion won in 1997. As a basic rule, Samsung companies will be requested to finance over 70% of all new investments internally. --- So depending on how you read this the impact on semi-equip capital spending may be lower by 30%, unchanged or up...