Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 252.31

+1.0%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: derek cao who wrote (8383)	10/2/1997 12:37:00 PM
From: Teri Skogerboe	of 70976

derek, I'm not sure I understand what you mean by, "I will take a wait and see approach." I was trying to say that in my opinion, Taiwan appears to be taking all the actions necessary (building fabs) to insure that they will be a major player in the semiconductor manufacturing biz, and IMO they will probably be a powerhouse. However, the chip companies who operate there may or may not make money every year. In all likelihood, they will make boatloads of money some years and breakeven to losses other years, depending on market conditions. Just my opinion, Teri

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next