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To: zsteve who wrote (27120)	12/13/1998 3:39:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

zsteve, "$399 PC is technological and marketing triumph" from today's San Jose Mercury News. The writer calls it satisfactory. www7.mercurycenter.com Thanks for the Kurlak piece. I don't know what to think. Gottfried

To: zsteve who wrote (27120)	12/13/1998 8:56:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

I cannot believe that there is not more discussion of Kurlak's views and assumptions. He states that, Intel is cutting its spending sharply now due to excess capacity , when in fact Intel is currently experiencing a shortage in capacity and they have REITERATED this several times recently. Paul Engel of the Intel thread articulates on Kurlak's competence, or lack thereof, far better than I: Message 6791813 BK

To: zsteve who wrote (27120)	12/13/1998 9:19:00 PM
From: Fortinwit	Read Replies (1) \| Respond to of 70976

zsteve, Thanks for posting the Kurlak piece. I know he engenders rather heated debate depending on one's semi bullishness. But he hit on something worth revisiting. All the evidence that I've seen so far is that the Fortune 500 are simply not going to be buying PCs in size next year, and that Y2K software/consulting solutions are consuming large portions of IT budgets. I concur with TK, look out below in 99 as far as PC sales go. ...Will the Y2K issue increase PC buying dramatically to offset down corporate profits? It is not clear, but we see companies such as Merrill Lynch solving Y2K without much change in PC buying by simply testing existing equipment, which overwhelmingly passes. Practically all leading Pentium, Pentium II and AMD K-6 PCs are Y2K compliant. If more horsepower is not needed then why replace a perfectly good PC in 1999? It appears that software fixes in mainframes to deal with Y2K are taking up a lot of the IT budget. We would not be surprised if corporate PC buys are flat or fall off in 1999.... And, what happens to MU when the Koreans storm the beaches? F.

To: zsteve who wrote (27120)	12/14/1998 1:23:00 AM
From: zsteve	Respond to of 70976

Top News Mon, 14 Dec 1998, 1:09am EST Samsung Electronics to Invest 1 Tln Won in Semiconductor Plant, Maeil Says Seoul, Dec. 14 (Bloomberg) -- Samsung Electronics Co., the world's largest memory chip manufacturer, will invest over 1 trillion won ($833 million) to add a new semiconductor line at a factory near Seoul, the Maeil Business Newspaper reported, citing an unnamed senior company official. Samsung recently rescinded its decision to delay investing in plants and equipment because of a ''recent boom in the semiconductor market and the improved funding situation,'' he said. The new line will produce 64- megabit and 245-megabit dynamic random access memory chips chips from about August 1999. Samsung Electronics has nine semiconductor plants, located in Korea and Austin, Texas. (Maeil Business Newspaper, 12/14, p.1)