Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

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Nov 12 3:59 PM EST

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To: gial who wrote (30684)	5/27/1999 9:50:00 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

>> The day the Taiwanese, Koreans and the Japanese chipmakers truly understand the law of supply and demand is the day we will see stable dram prices. << Nope. Once that happens, the Chinese (or the Malaysians, or the South Africans) will see a way to boost their economy while catapulting their technological infrastructure into the 21st century. (Just as the Japanese, the Taiwanese, and the Koreans did before them.) They'll build huge fabs with government tax credits (or outright subsidies) and start the whole cycle over again. Katherine

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