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To: Chas who wrote (41694)	12/25/1998 10:14:00 PM
From: eabDad	Read Replies (1) \| Respond to of 53903

Chas: Not sure I understand your conclusions here. Two points: - DRAM production brings positive cash flow ... debt service is still quite high and they would be foolish to back off - Both LG and Hyundai have been trying to "redirect" their production into areas other than DRAM for the last two years. What makes you think they will be more successful now? Frankly, LG had the better shot at redirecting the capacity into logic since they had the foundry outlet. Their management is not calling the shots now, so this strategy could be derailed. JMO, Z