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To: Investor2 who wrote (4080)	12/22/1997 11:52:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

I2 - In either the last MTSN or LRCX conf call, they said DRAM's currently accounted for 40% of total semi equip orders. And during the last part of '95 it was said to be 60%. Clark

To: Investor2 who wrote (4080)	12/22/1997 12:04:00 PM
From: Jay M. Harris	Respond to of 10921

I have been led to believe that commodity capacity = 50% of global cap ex. Jay

To: Investor2 who wrote (4080)	12/22/1997 5:34:00 PM
From: Q.	Read Replies (3) \| Respond to of 10921

re. <<"South Korean companies are estimated to have accounted for 40 percent of global DRAM-related capital spending in 1996, according to a Goldman Sachs report.">> This datum, posted on this thread, might be throwing a few people off. In fact, Korea diminished its capital spending in 1997 compared to 1996, so some of the calculations in the preceding posts that used this 40% figure are in error. That figure, 40% of DRAM equipement sales, would correspond to about 20% of total semiconductor equipment purchases, which is too high. One figure that I have seen several times recently is that Korea presently represents 10%-11% of semiconductor equipment sales. FWIW, in the most recent SFAM conf call, they anticipated that about 11% of their 1998 sales would go to Korea (assuming nothing is cancelled), so SFAM has about average exposure to Korea. I would guess that AMAT and the other big companies also sell about 11% to Korea. PRIA and ASYT sell nothing there, to my knowledge.