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Strategies & Market Trends : Asia Forum

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To: MikeM54321 who wrote (4159)6/3/1998 8:54:00 PM
From: Joseph Beltran  Read Replies (1) of 9980
 
I haven't thought this through yet but it seems to me that u.s. companies have a substantial competitive advantage vis a vis their s.k. and japanese counterparts in terms of borrowing ability. There must be ways in which u.s. companies can use that advantage to capture market share in this environment....for example, what if u.s. chips companies, for example, used their borrowing ability en masse to finance capital equipment purchases which will give them a substantial production cost edge? it just seems like there may be quite a few opportunities for u.s. companies in this environment but I can't quite diagnose the possibilities.

regards
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