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To: TREND1 who wrote (33068)	5/8/1998 10:38:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

>>Please state your sources !!!!<< larry, mu's last lps report. the upcoming lps report. txn's comments in their 10k that they haven't made money in dram made while mu was making money. there, i have sources and i'm not offended when asked to give them. why are you? ;-)

To: TREND1 who wrote (33068)	5/8/1998 10:52:00 PM
From: TREND1	Read Replies (2) \| Respond to of 53903

J-Curve still at work ! South Korea's big-three chip makers are between a rock and a hard point, as far as the president of Siemens Semiconductor is concerned. Unless they can use bailout funds provided by the International Monetary Fund, Samsung, Hyundai, and LG Semicon won't be able to continue developing quarter-micron processes, Ulrich Schumacher tells EBN's Jack Robertson. "There's no way these companies can finance the costly upgrading . . . unless they continue to be subsidized," he says. But that's something neither Schumacher nor the SIA wants to see. The Koreans claim they won't use IMF-backed funds, but Schumacher believes they "will be forced out of the DRAM market . . . if they don't upgrade quickly." Larry Dudash