Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: akidron who wrote (20129)	6/11/1998 11:28:00 AM
From: shane forbes	Read Replies (1) of 70976

(ot - tsemf) FWIW I think subsidies are great for shareholders - free cash - since this is a global economy it also means the company is in a better position to compete globally. Heck companies relocate and move based on tax subsidies etc - this means all the semis must be hated because these 'exist on subsidy' - I don't think so. What matters is how they convert the subsidy be it in the form of a tax break, grant whatever to cash flow. If they squander it away they are idiots, if they convert it into a high ROE then they are brilliant. TSEMF has other issues - the subsidy helps them not makes them look bad. Shane.

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