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To: Knighty Tin who wrote (46947)7/6/1999 11:57:00 AM
From: phbolton  Read Replies (1) | Respond to of 53903
 
As reforms proceed, Korean chip makers appear to be putting their money where their core business is. Samsung Electronics, the world's largest DRAM maker, said in early June it would boost spending on 256-Mbit DRAM production by 50 percent this year. Samsung's investment in production facilities is expected to top $3 billion in 1999 as its prepares for mass-production of next-generation DRAMs in 2001.
Still, overcapacity remains a problem as exports to the rest of Asia, the United States and Europe slow. Byrne, the investment analyst, said Japanese and Chinese demand for Korean goods is lacking and that U.S. and European demand is "as good as it gets" for Korea.

financialweb.com



To: Knighty Tin who wrote (46947)7/6/1999 3:19:00 PM
From: shrinks  Read Replies (1) | Respond to of 53903
 
Michael,
I agree that they used to be the best at reducing there cost structure, but that was when they were an engineering driven company.
My take on them now is that they have become better at spinning out
lies and milking their reputation as a low cost producer then in actually reducing their cost structure...


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