Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Teri Skogerboe who wrote (20644)	6/22/1998 11:12:00 AM
From: Justa Werkenstiff	Read Replies (1) of 70976

At the risk of appearing to make more of something than is warranted, apparently there is a big difference in SEA (SEA is probably an over generalization) between public acknowledgement of a problem and private acknowledgement. I think the public acknowledgement of an oversupply problem (admission of a mistake) and the willingness to do something should be watched. The denial and save face alternative would have been to continue production at close to the same level and say that everything would fix itself in due course. That is not happening now. Not only are the Koreans moving on the supply problem (one can debate their chances of success), but they are moving on tax issues as well: korealink.co.kr The Intel deal suggests they are more willing to let the foreigners provide investment capital to help them. This is happening on other fronts as well: korealink.co.kr

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