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To: donald sew who wrote (8503)	11/13/1998 12:44:00 PM
From: Slava Chechik	Respond to of 44573

Don, major US DRAM manufacturer is MU. Hyundai and Samsung from Korea, and Toshiba from Japan are other major producers of DRAM. Slava Chechik

To: donald sew who wrote (8503)	11/13/1998 12:49:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 44573

Hi Don yes, that's the basic info i'm getting too...it seems the IMF package and Country wide controls have really helped Korea in a big way... the DRAM situation had already corrected itself as eveidenced by MU-AMD-INTC all trending higher...i'll check out what's up over there and who's producing the DRAM's ... as for the equipment co's...they will get a pop if Korea's Cap Spending begins in earnest again...i think the banks there are stabilzed enough to loan the necessary funds to begin to increase spending...but i'm not totally sure of that... right now there is trouble ahead for both the front end and back end equips, they are not out of the woods yet.. However Don, things can change on a dime... will get back to you on the subject...