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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: maceng2 who wrote (151217)	2/14/2002 1:59:23 PM
From: LLCF	Read Replies (2) \| Respond to of 436258

We don't care Asia... someone will buy that stuff because if they don't someone else will scoop them out of the next generation chip. "Spend or die" If you can't ante up you're out. DAK

To: maceng2 who wrote (151217)	2/14/2002 2:18:58 PM
From: Les H	Read Replies (1) \| Respond to of 436258

it's also a function of the relocation of fabs to China. it'll be interesting if the orders keep up after the relocation is essentially complete. China doesn't stop expanding capacity in downturns. They actively pursue increasing unit sales and market share. we went down this debacle with Japan, Korea, etc. in the mid 90s. read a Japanese journal that they're eventually expecting the yen may get as low as 350 yen to the dollar. they were predicting 180 yen by 2003-2005.