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To: Michael Sphar who wrote (38)	7/30/1998 7:45:00 AM
From: stockaholic	Read Replies (1) \| Respond to of 105

"I'm a semiconductor guy, and I know that you can screw up whole factories by constant disruption of production lines," von Zitzewitz said. "I think this is a fake by the Koreans." Hmmm... I guess it's hard to confirm whether or not Samsung has been browning out production. I think the DRAM situation is a good example for SEMIs or any company to learn about getting out of a rotten product group early if they can .They are all losing so much money it will be interesting to see what happens. Even with subsidies, you can only burn so much cash.( I would think ) Theres definitely healthy demand out there. It's too bad this nightmare can't be stopped somehow. It would be a good thing for the industry if they started really discussing how to solve the problem rather than bashing each other. On the bright side I just bought a nice DIMM 32 Megs at what I consider a bargain. Maybe it will look expensive 6 months from now!

To: Michael Sphar who wrote (38)	7/31/1998 2:27:00 PM
From: Michael Sphar	Read Replies (2) \| Respond to of 105

Siemens in the news again today. This time a minor capitulation. A positive sign to me, that a bottom is being established. Though this factory shutdown is piddling its indicative that pain is so great, companies in this industry sector are now with their backs against the wall and willing to take painful action. A 3000 wafer starts per week factory currently running 16 Meg, qualifying for 64 Meg. HP in their refreshingly innovative style makes a cost based adjustment to resolve their financial situation. More companies should look at innovative ways such as this. All too often, I've seen the management kneejerk reaction of laying off the line workers even while the tottering old Board of Directors continue to be salaried for their occasional meetings. One of the semis that I follow is in this position today even while calls for this obvious morale lowering practice to be stopped have fallen on deaf ears. Losses Force Siemens To Close U.K. DRAM Fab Siemens AG Semiconductor Group, based in Munich, Germany, will close its U.K. dynamic RAM (DRAM) fab in North Tyneside in the wake of its $560 million chip operations loss so far this fiscal year, company officials disclosed in London Friday. Hewlett-Packard Managers Take Pay Cuts Hewlett-Packard is asking managers to take a 5 percent pay cut as a cost-cutting measure designed to help the company improve profitability.