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 252.25

+0.9%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: derek cao who wrote (13657)	12/19/1997 12:27:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Re:I deeply believe that the global demand for semi would decrease if SEA got out of control. Derek, Do you mean if the currency debacle continues and Korea cannot afford any new plants? What exactly do you mean by out of control? Currently, SEA accounts for ~22% of chip consumption. Assuming demand remains relatively constant, I believe that chipmakers in the EU or US would willingly oblige and take the capacity that Korea cannot/will not build. Also, IMHO to remain competitive, SEA cannot stand at a 22% consumption rate. Part of the reason we are seeing this current leg of our expansion is because of the benefits of technology on productivity. I believe that as Japan, SEA et al deregulate, they have no choice but to implement additional technolgy to maintain a competitive edge against our leaner and meaner U.S. corporations. Remember the late 80's/early 90's? There was so much fat and inefficiency in our cos. that we all thought we'd be working for the Japanese. Our companies got religion(Read:technology) and now Japan must shape its economy in our example as well. It is not a question of if only a matter of when IMO. Please note that it was painful for us(layoffs) and will be painful for them. The one difference between our two countries is that our markets made the painful decision; in Japan they work from a higher level. The govt. needs to step in and do the dirty work. Not a popular thing, esp. when you have a "job-for-life" mentality. I am not optimistic that the asian leaders have the wherewithal to implement the needed changes in the forseeable future. Regards, Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next