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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Teri Skogerboe who wrote (18183)	3/26/1998 10:02:00 AM
From: Andrew Brockway	Read Replies (2) \| Respond to of 70976

Good morning Teri, Some news: Aehr Test Systems sees slowdown after reporting 7.7% rise in sales MOUNTAIN VIEW, Calif.-- While reporting quarterly results, Aehr Test Systems here said it now expects shipments of semiconductor test products to be lower than in recent quarters because of an industry slowdown due to the Asian financial crisis and losses in the DRAM business. The supplier of test systems and bare-die carriers said its net sales rose 7.7% to $11.6 million in third fiscal quarter, ended Feb. 28, compared to $10.7 million in the same period last year. Aehr's net income increased 40.8% to $831,000 in the quarter vs. $590,000 in the period a year ago. But the company is anticipating a slowdown in the months ahead. "Due primarily to current financial difficulties in the Asian market and their effect on the company's current and prospective customers, including the dramatic decline in DRAM prices and lower levels of capital expenditures, we now expect shipments in the fourth fiscal quarter to decline compared to those in recent quarters," said Rhea Posedel, president of Aehr. "I would further caution that the outlook for many of our key customers remains uncertain, reducing our ability to anticipate the level of orders for the next several quarters." Posedel said the company remains optimistic about the industry growth after the current business cycle ends. "Despite the current weakness, this is a fundamentally strong global industry," he said. "Therefore, we remain focused on our strategy of developing the market for both our new MTX line of massively parallel test systems and for DiePak, the reusable carrier which allows for burn-in and testing of unpackaged integrated circuits. These products address the industry's critical needs to lower DRAM testing costs and reduce the size and cost of chip packaging, and have outstanding potential over the long term."

To: Teri Skogerboe who wrote (18183)	3/26/1998 10:31:00 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 70976

Teri, ked.co.kr does this look like a country that is ready to spend money on anything? On the other hand, Korea is about to increase the allowable percentage of foreign investment in Korea Inc (April I think). Lots of Yen is expected to flow from Japanese market into the Korean market. May be it will give them a little boost. Ramsey