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: Katherine Derbyshire who wrote (31614)	7/26/1999 1:00:00 PM
From: Jerome	Read Replies (1) of 70976

K.D. "This horse just won't stay dead" I believe that your historical data is very accurate. But history never repeats itself in the exact same way. If DRAM prices continue to fall would not the manufactures say something like, "if we upgrade our facilities we may still lose X millions of dollars, but if we don't upgrade we will lose 10 x X millions of dollars"? This is where I feel that foreign companies, in Korea, Japan, Taiwan and Europe have an advantage. Their governments will figure out some way to subsidize these businesses until profitability returns. (if it ever does). American firms only get tax credits from local communities to keep the jobs in the area. Time will tell. Jerome

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