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To: DavidG who wrote (42040)	1/7/1999 10:31:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Hyundai rejects LG's US$4.5 billion price for LG Semicon Jan 08, 1999 - Hyundai Group on Thursday rejected LG Group's demand for 5 trillion won (about US$4.5 billion) in cash for the sale of LG Semicon to Hyundai, Hyundai Group officials said Thursday. LG Semicon had asked for a cash payment for the corporate sale, which is being forced by the government of President Kim Dae-Jung. The government threatened LG with financial sanctions through the Financial Supervisory Commission if it did not accept the "big deal" consolidation of the two chip makers. A deal between Hyundai and LG is unlikely to be settled soon because of wide differences between the two chaebols in opinion on the value of LG Semicon. Hyundai insists that it will pay some premium on top of 1.3 trillion won (US$1.1 billion) for LG Group's ownership in LG Semicon. Cash-hungry Hyundai will obtain a total of about US$1.55 billion during 1999 to invest in the semiconductor business, according to the officials.

To: DavidG who wrote (42040)	1/7/1999 10:33:00 PM
From: PAinvestor	Read Replies (1) \| Respond to of 53903

Chip size David. You can make lots of lines with the critical layers at 0.18 but but if you can't design a chip that is smaller that 80mm sq for a 64meg chip you will still not make money! In fact the only company that makes a mass-production 64meg chip with a size of less that 100mm2 is actually Toshiba. They are the most price competitive DRAM producer in the world currently- bar none. Design rules and line widths are useful tools to differentiate IC makers capabilities, but making money is an entirely different story. Ultimately, that is what you should look at. I agree that Lg/Hyundai will probably have difficulty procuring funds and that MU is moving forward strongly. Wait and see how successful Mu's Levenson phase shift technology will be in the shrink to 0.18mu.