Chaz, I think your perspective lacks balance and some understanding of economics. Somewhere, some group will benefit enormously from the Asian troubles, and someone will profit. Even here, in this industry. Korea's competitors now have a chance to take marketshare from the Korean's and leave them in the dust. Taiwanese, European, Japanese or even US chip makers could see an opportunity for either marketshare gain or increased profit from this situation. Just the reduction in the excess capacity of DRAM production could help stabilize, even turn DRAM pricing upwards, meaning big profits for remaining DRAM makers.
Economics is a balance, while not a zero sum game, people do profit at the expense of others. As for your comment on 100% cash, that maybe a suitable investment decision for you; but not for everyone.
Chalks |
