Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Math Junkie who wrote (10425)	11/5/1997 4:29:00 PM
From: Terry Davis	Read Replies (2) of 70976

Richard, Exactly what costs does a devalued currency lower? I can see how state of the art semi-equipment can improve effficiencies, lower manufacturing costs etc... But if AMAT equipment is US$-based (which it is) Asian fabs making substantial capex with devalued currencies will see a higher, not lower cost. I too heard Morgan mention lower costs, but believe that he was speaking to the business/efficiency side, not the macro-economic realities. Is this the case? I think it's a leap to say, yeah we did 50% of our business in Asia last year and they're better off with a weaker currency anyway. Regards, Terry Davis (not to be confused with Terry Davies)

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