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To: jim A who wrote (26331)	1/8/1998 6:34:00 PM
From: Tim McCormick	Read Replies (1) \| Respond to of 53903

This directly contradicts what Crappleton said in the last conference call. From CMP- "About 55% of the DRAM manufacturing costs [in Korea] are won sensitive," said analyst Clark J. Fuhs, director of Dataquest's semiconductor equipment, manufacturing and materials program, based in San Jose. "The result is they can cut prices and still maintain a 'profit margin,'" he added, referring to the ability to skirt anti-dumping measures in the U.S. and European markets. Tim