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Politics : Formerly About Applied Materials
AMAT 322.36+1.1%3:59 PM EST
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To: Ramsey Su who wrote (22364)8/1/1998 2:50:00 PM
From: Katherine Derbyshire  Read Replies (2) of 70976
 
>>Instead, Siemens chooses to throw in the towel also. Could
someone in the business explain the merits of this strategy, other
than a total defensive move motivated by necessity? <<

I'd call it a defensive move motivated by necessity. Over the last few years, Siemens' investments as a percentage of chip revenue have been very high, approaching the 100%+ range of some of the Koreans. That has made them similarly vulnerable to the DRAM collapse.

If they're actually closing a fab, rather than selling it or converting it to another product, then they have a very grim long term view of their and/or the industry's prospects.

Katherine
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