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To: Skeeter Bug who wrote (43506)	3/5/1999 12:42:00 PM
From: John Graybill	Read Replies (1) \| Respond to of 53903

The flat indexes are masking the very real deterioration that has been occuring over the past few hours. Two data points today for the NYSE A/D volume: 254M/36M = 6.5:1 344M/91M = 3.7:1 the A/D between the points was 90M/55M = 1.6:1 So I'm not just looking for the big sell sometime today, I'm expecting it, and will be looking to buy back my MU March puts (1:30 perhaps). Maybe they give MU a gift of a few minutes like they did yesterday, maybe they don't. If we get a nice drop like we did yesterday, I'll probably roll down a strike. Too early for rolling the month.

To: Skeeter Bug who wrote (43506)	3/5/1999 8:34:00 PM
From: Fabeyes	Respond to of 53903

SB -- look at this -- I thought the Korean were going to disappear -HA As I mentioned before; and it says about the same -- they (Korean's)smell blood in the water. Austin doing 25,000 a month on a .22 with yield of 88% and better. That should end any talk about there not being a glut of Drams soon. A service of Semiconductor Business News, CMP Media Inc. Story posted 2:15 p.m. EST/11:15 a.m. PST, 3/5/99 Samsung to spend 20% more on fabs this year By Jack Robertson <mailto:jroberts@cmp.com> WASHINGTON -- Samsung Electronics Co. today confirmed that it is boosting its semiconductor capital spending by 20% this year to $1.2 billion. The jump reflects the Korean chip maker's decision to ramp up DRAM and other chip production as the global market appears to be improving. Only a month ago, Samsung said it was still sticking with a $1 billion capital expenditure budget for 1999, which was essentially the same as last year. However, industry sources and analysts said the world's largest DRAM producer is responding to the big ramp-up by archrival Micron Technology Inc. The Boise, Idaho, memory maker expects to double its DRAM output next year when upgraded former Texas Instruments fabs are producing wafers at 0.18-micron design rules. A Samsung spokesman in Seoul said the capital investment will be used to upgrade and fill production lines at existing fabs in Korea and the firm's Austin, Tex., fab. Samsung has been placing major equipment orders to complete its Fab 9 line at Kiheung, South Korea. A second stage expansion at the Austin fab will double production to a capacity of about 25,000 wafers a month. As previously reported, the Korea Semiconductor Industry Association projected that all chip makers in the country would double their spending on equipment this year to $2.6 billion (see Feb. 24 story </stories99/feb99y/9b24kcap.htm>).

To: Skeeter Bug who wrote (43506)	3/5/1999 8:34:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

SB -- look at this -- I thought the Korean were going to disappear -HA As I mentioned before; and it says about the same -- they (Korean's)smell blood in the water. Austin doing 25,000 a monthon a .22 with yiled of 88% and better. That should end any talk about there not being a glut of Drams soon. A service of Semiconductor Business News, CMP Media Inc. Story posted 2:15 p.m. EST/11:15 a.m. PST, 3/5/99 Samsung to spend 20% more on fabs this year By Jack Robertson <mailto:jroberts@cmp.com> WASHINGTON -- Samsung Electronics Co. today confirmed that it is boosting its semiconductor capital spending by 20% this year to $1.2 billion. The jump reflects the Korean chip maker's decision to ramp up DRAM and other chip production as the global market appears to be improving. Only a month ago, Samsung said it was still sticking with a $1 billion capital expenditure budget for 1999, which was essentially the same as last year. However, industry sources and analysts said the world's largest DRAM producer is responding to the big ramp-up by archrival Micron Technology Inc. The Boise, Idaho, memory maker expects to double its DRAM output next year when upgraded former Texas Instruments fabs are producing wafers at 0.18-micron design rules. A Samsung spokesman in Seoul said the capital investment will be used to upgrade and fill production lines at existing fabs in Korea and the firm's Austin, Tex., fab. Samsung has been placing major equipment orders to complete its Fab 9 line at Kiheung, South Korea. A second stage expansion at the Austin fab will double production to a capacity of about 25,000 wafers a month. As previously reported, the Korea Semiconductor Industry Association projected that all chip makers in the country would double their spending on equipment this year to $2.6 billion (see Feb. 24 story </stories99/feb99y/9b24kcap.htm>).