Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 299.12

+6.2%

2:29 PM EST

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To: Sam Citron who wrote (59056)	1/18/2002 2:25:29 AM
From: Gottfried	Read Replies (1) of 70976

Sam, [stuff added] all charts can be accessed from here suite101.com and from BW 'Chinese chips' businessweek.com excerpt Q: How does China compare to Japan, Korea, and Taiwan at similar stages of development of the chip business? A: In the 1970s, Japanese companies, whenever there was a contraction, they expanded. By the 1980s, they became powerful. Korea in the 1980s had the same [strategy] -- it also took 10 years. In the 1990s, Taiwanese companies did the same thing: When everyone was shrinking, they expanded. And Taiwan became a powerhouse. The leader of the next phase will be either China or India, and I believe China will easily pick up the momentum. G.

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