Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Mitchell R. White who wrote (34918)	4/19/2000 2:31:00 PM
From: Lone Star	Read Replies (2) \| Respond to of 70976

I wouldn't cavalierly expect there MUST be a overcapacity situation develop sometime in the proposed timeframe. The last overshooot was a result of countries, not companies, going after market entry and then market share at all costs, hang the consequences. The Koreans loved beating the Japanese at their own game, and the possible downsides of the DRAM race(overcapacity) were completely ignored. This was war. In parallel, the Taiwanese focused on building a huge foundry infrastructure, again funded and abetted by the government with business practices secondary to establishing their core market position. Now, there will never be a global cartel, with cooperation to assure balance of supply and demand, but now companies will need to stand on their own to a greater degree, without as much government backing, and overall caution should be higher. We'll see.