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To: Tsaen Wang who wrote (22896)8/15/1999 9:09:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 25960
 
Tsaen, thanks for the information. The point might be that both Nippon and Komatsu have recognized the growth potential of semis and have decided to carve what they believe are going to be profitable niches. If they make a mistake (Nippon/dram), closing such venture does not pose a threat to corporate life and they redeploy assets elsewhere within the semis.

Zeev