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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (49097)	2/28/1999 12:26:00 AM
From: Peter Singleton	Respond to of 132070

Earlie, Another article in Friday's WSJ, (linked below, but not included in its entirety), says 1/99 semiconductor output in Korea was up 48% over 1/98. I'm assuming this is revenue, of course. If there no unique month specific issues in either month (btw, 1/99 had 2 more business days than 1/98 in Korea), then this might not be so good for MU, but does this say anything about PC production? btw, with Sun and HP both making it abundantly clear in the past several weeks that they expect not only component supply interruptions, but also even disruptions in essential services (e.g., power, communications, transportation) in Asian countries due to Y2K problems, the investment community is asleep at the wheel, and dangerously so. Peter interactive.wsj.com key quote: <<In January, exports of semiconductors and office machinery, including office-based computers, remained brisk, while domestic demand for cars and metals rose, the office said. Output of semiconductors rose 48% year-to-year in January>>