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Politics : Formerly About Applied Materials
AMAT 269.55+0.3%Dec 4 3:59 PM EST

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To: Big Bucks who wrote (13854)12/25/1997 12:41:00 PM
From: Steve Robinett  Read Replies (1) of 70976
 
BB, All the info in the Forbes piece seems to me already discounted into AMAT's price. I also notice banks, the IMF and various governments are in the process of a Korean bailout.
yahoo.com
yahoo.com
Since most Korean fabs are government subsidized, I would imagine some of them there dollars is a-gonna find their way into AMAT's corporate pocket. As a matter of national pride, I doubt Korea is going to let itself be pounded into the technological stone age.
Joyeux Noel
-Steve
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