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To: PAinvestor who wrote (42016)	1/7/1999 8:59:00 PM
From: MR. PANAMA (I am a PLAYER)	Respond to of 53903

I now feel such shame fer not feelin compassion....such shame...ya such shame.......hahahahahha I lied...I feel no shame at all....

To: PAinvestor who wrote (42016)	1/7/1999 9:40:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

that isn't what the amat and nvls threads are saying as their stocks are up 230%...

To: PAinvestor who wrote (42016)	1/7/1999 9:44:00 PM
From: PAinvestor	Respond to of 53903

Well then it looks like they will have to come over to this thread to get informed on what is really going on.

To: PAinvestor who wrote (42016)	1/7/1999 9:51:00 PM
From: Skeeter Bug	Respond to of 53903

i didn't say mu and samsung combined. each individually. lg & hyundai together are larger.

To: PAinvestor who wrote (42016)	1/7/1999 11:34:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 53903

Welcome to the thread. I have a few questions for you: 1. First, concerning DRAM capex. MU said in the fourth quarter conference call that they expected industry capex to be about $4 billion in 1999. A recent post on another thread cited a figure of $8 billion in capex: Message 7132581 How much do you expect? Does this change in estimates reflect a difference in opinion, or is MU ignited another round of spending by all the DRAM makers to remain competitive? 2. As for die sizes, I thought that the 5th generation 64Mb chips had die sizes down around 60mm2. Do you know what the die size is for MU at .21µ? 3. Do I gather that you expect the phase shift to be successful at .18µ? Thanks again for your input. Carl