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Technology Stocks : General Lithography
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To: Mason Barge who wrote (719)12/14/1997 10:05:00 PM
From: LLCF  Read Replies (2) of 1305
 
<. 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?">

Glad to see someone looking at reality instead of the old "oh chips are priced in dollars anyway" song...now that said do your think the current dram crash could be short lived because the firms cutting prices are doing so looking at local currencies and will quickly change back to looking from the dollar perspective??? I wonder how much production is financed in dollars vs local currencies??

DAK
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