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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (714)12/12/1997 9:37:00 AM
From: Mason Barge  Read Replies (1) of 1305
 
I know we're all hoping for at least a little rebound this year, but the mid-term picture took another bad turn today:

techweb.cmp.com

I hate to be the doom and gloom guy all the time, but it doesn't look like the Taiwanese DRAM shops are going to have capital to spend. No matter how much theoretical sense it makes to stay on the cutting edge, the realities of finance could impact some capital spending. How would you like to be a banker and have a DRAM fab come to you and say, "well, not only have we not recovered the capitalization of our current state-of-the-art facility, we're losing money on it, but we need a new one to stay on the cutting edge and remain competitive?" I have a feeling that some of the Asian financial crises have been caused by governments or consortia pressuring banks to finance capital expansion under just such circumstances, and the IMF isn't going to allow it any longer.

Well, it's great for us consumers. I'm going to upgrade to 64mb right after Christmas.

Andrew: Please tell me if these kinds of posts are not appropriate for this thread. It has always been excellent, but much more oriented towards the strict technical side, and I don't want to irritate anyone by posting off-topic. I think this is your call.
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