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To: Zeev Hed who wrote (12416)	12/27/1997 6:41:00 PM
From: Jack Clarke	Respond to of 18056

Zeev: Always enjoy and usually agree with your analyses, including this one. My view is that governments are (almost) always unwilling to cut taxes, because tax money is what keeps them and their cronies alive. The only "tax cuts" are those given surreptitiously (through special laws) to the businesses which financially support the politicians. At least that's the way it seems to work here in the US. I presume it's the same in Japan. Which leads back to the old saw about reducing government: Cut the taxes and starve the beast. Jack

To: Zeev Hed who wrote (12416)	12/27/1997 6:47:00 PM
From: TREND1	Respond to of 18056

Zeev So far my preliminary data shows Korea is now producing 36% of the world's 16M Dram. Do you think Korea will contimue to pump money into Dram fabs ?? Below is my first try at trying to get handle on who is making 16M and 64M DRAM. Please feel free to add info. ............................................................ Monthly Dram Output for Dec 1997 (in millions) ............................................................ UNITS UNITS Country Company 16M 64M ............................................................ Korea Samsung ? 20 ? Korea Hyundai ? 20 ? Korea LG Semicon? 20 ? Taiwan 30 ? USA Micron(18%) 30 ? Japan NEC 13 3 Japan Hitachi 10 2 Japan Toshiba 7 1 Japan Fujitsu 7 1 Japan Mitsubishi 6 3 Japan OKI 3 .3 ............................................................ TOTAL 166 ............................................................ Larry Dudash