OWW...That post on the possible assistance to the Korean chipmakers is even better than it sounds, IMHO.
Background: The Korean Chippers have always built ahead too fast on the DRAM fabs...KILLING the market.
Current: $7 Billion of capital investment deferred, due to lack of investment capital... MARVELOUS news for MU, TXN, etc.
Now the bonus: Any NEW capital loaned to the Koreans is going to require An adequate return on investment, ROI The suppliers of that capital are not going to supply more than what will meet a KNOWN market. That means, ta da, MARGINS are going to be GREAT for a LONG, LONG time in Memory Chips, especially... (Buy MU under 100)
Super, super catch on that Post, O Wizard... People could get rich following you around!! <g>... TSO |
