Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 311.68

-2.2%

9:35 AM EST

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To: Cary Salsberg who wrote (62853)	4/12/2002 8:35:03 PM
From: Sam Citron	Read Replies (1) of 70976

Following up on the Chinese trend, China will be pressing for increasing domestic content as the new fabs fill out their supply chains. AMAT and others have no choice but to move production there to compete, even if IP pirates abound there. What happens to barriers to entry in this race to the bottom?

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