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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (7698)11/7/1997 4:12:00 PM
From: getgo234  Read Replies (2) of 25814
 
Shane and others: Has anyone heard about any of the Asia chipmakers
(not equipment makers) running into financial difficulties which would
not allow them to continue their expansion plans? My perception is that many of the Asian chipmakers focus more on market share than
short term profitability. At some point in time low chip prices will
have to take a toll on the financial health of these companies. In Korea for example it is my understanding that the government at a minimum provides financial support to "high priority industries". With
Korean economy in trouble is the Korean government in a position to continue
to support these industries. The point I am getting at is will excess
capacity in the chip making industry disappear or at least lessen? Or is this all wishful thinking on my part ?
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