SI
SI
discoversearch

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.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: hmbsandman who wrote (151381)1/7/2003 2:05:28 AM
From: GST  Read Replies (1) | Respond to of 164684
 
I agree that semis are probably not a good place to invest -- but do keep in mind two things: First, it is the Taiwanese who are investing in semis in China, and they are dominant players in the market. Second, the investments are not being made for nationalist reasons -- these are private investors making market-based decisions, which could turn out to be bad decisions, but they are not politically motivated.



To: hmbsandman who wrote (151381)1/7/2003 8:12:58 PM
From: Victor Lazlo  Respond to of 164684
 
<<Where are they going to find buyers for all their products and services? >>

I don't quite know, Sandeep.

Part of me suspects that some of the China miracle is being funded with funny 'money' ala Enron SPEs and WCOM capacity swaps.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News