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Politics : Formerly About Applied Materials
AMAT 252.34+1.0%12:59 PM EST

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To: jtechkid who wrote (20345)6/14/1998 5:48:00 PM
From: Xpiderman  Read Replies (1) of 70976
 
Jacob and JtechKid,

A rumor that Samsung and Hyundai are talking a merge of semiconductor business: something like Hyundai sells its semiconductor business to Samsung, and Sumsung sells its automobile business to Hyundai.

I think this, if true, will be the first sign of industry consolidation. The combined semiconductor business will be more manageable in term of cash flow and face less competition, within Korea at least.

How this develope will affect AMAT? Please make you comments on this.

I want to hear you comments on this.
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