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To: vinh pham who wrote (517)	1/4/1999 3:33:00 PM
From: Mark Oliver	Respond to of 723

256-Megabit DRAM chips from Samsung starting mass production For Personal Use Only >>>>>>>>>>>>>>>>>>>>> Samsung to Start Mass Production of 256-Megabit Chips Seoul, Jan. 4 (Bloomberg) -- Samsung Electronics Co., the world's biggest memory chip manufacturer, said it will begin mass- production of 256-megabit dynamic random access memory chips, among the most advanced computer chips, claiming it as a world first.The move could shake up the $21 billion global memory chip market, now dominated by 64-megabit DRAMs. Samsung expects the new chips, which offer four times more memory than the current industry standard in a smaller space, will be in full commercial use by 2000. ''The best earnings can be made at the early stage of a new generation chip,'' said Hong Kyung Pyo, a Samsung spokesman. ''Also, getting ahead of our rivals will make it a lot easier for Samsung to secure more customers.''The company is already in talks with several computer makers to export the new chips, Hong said.Samsung said it will produce more than one million 256- megabit drams this year and sell them at around $400 each at the outset.The company expects NEC Corp. and Toshiba Corp. will join the 256-megabit dram market this year, predicting the annual supply to rise to as many as five million units. Accordingly, the unit price will drop to between $150 and $200 by the end of this year.The new chips will be more attractive to buyers, when their prices are near four times those of 64-megabit drams, now fetching around $10.Samsung currently corners a 21 percent share of the global memory chip market. The market for the 256-megabit memory chips is expected to grow to $3 billion next year and $10 billion by 2001, the Maeil Business Newspaper said.The company plans to spend at least $1 billion on new production equipment in 1999.Samsung Electronics shares jumped 9.1 percent to 88,000 won on the Korea Stock Exchange amid rosy earnings prospects. © Copyright 1998, Bloomberg L.P. All Rights Reserved.

To: vinh pham who wrote (517)	1/5/1999 3:24:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 723

SEMICONDUCTOR EQUIPMENT STOCKS: Wall Street has been extremely bullish on semiconductor stocks over the past three months, as analysts have attempted to get a jump on the turnaround in the group. Since October 8, the Philadelphia Semiconductor Index has soared more than 100%. But after almost a year of being too optimistic about fundamentals, firming orders and cost reduction efforts appear to finally be bringing projected and actual earnings into equilibrium. To gain a grasp of just how poorly Wall Street was at forecasting semiconductor company earnings in 1998, take a look at Briefing.com's earnings warning archives for the past two quarters. In the June quarter, 22 semiconductor companies issued earnings warnings. In the September qtr, 20 companies told analysts that their estimates were off the mark. Today, the capital equipment group is receiving a lift from SoundView Technology Group analyst Michael O'Brien, who upgraded several leading semiconductor capital equipment names. The analyst raised his rating on KLA-Tencor (KLAC 49 1/32 +3 9/32) from "hold" to "strong buy," Lam Research Corp (LRCX 22 5/16 +3 5/16) from "hold" to "buy," and Teradyne (TER 44 7/16 +2 5/16) from "buy" to "strong buy." The timing of the move by O'Brien suggests to Briefing.com that the analyst is more confident in these companies' ability to make their quarters, given that they made it through December without pre-announcing. As companies prepare to report calendar Q4 results, fewer than 10 companies from the semiconductor group have warned. Vinh, bit the bullet and bought my first internet stock today, Onsale. It was a sort of accident, but I wanted to do it anyway. Are you still doubling your money everyday? Regards, Mark