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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (24308)12/17/2003 5:45:40 AM
From: Dave  Read Replies (2) | Respond to of 60323
 
Art:

If you read the article, you would see who is planning on entering.

Hynix Semiconductor Inc. & STMicroelectronics N.V. through a JV

Micron Technology

The fabrication of semiconductors is not like baking chocolate chip cookies.

Micron & STM/Hynix are dominant players. Like I said earlier, 20%+ ROEs send a message out to other players. Competitors will enter driving ROEs down to market ROEs.