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To: Amy J who wrote (176917)	2/6/2004 11:37:03 AM
From: AK2004	Read Replies (1) \| Respond to of 186894

re: Anything else? well, if they would make a decent offer for AMD it would be hard to refuse.....

To: Amy J who wrote (176917)	2/9/2004 3:07:30 PM
From: Noel	Respond to of 186894

"China set to flood the world with chips" This activity may distort the economics of the semiconductor industry in the short term but I doubt it will have long-term consequences. I believe that "government-subsidized fab" is an oxymoron. Since the management of these fabs have no incentive to be financially independent they tend to fall more and more behind. Chartered Semiconductor from Singapore is a good example of that. On a related note, one thing I like about the software activity in India is that the government has had very little to do with it. Their only hand in this was the elimination of customs duties on computers and export taxes for software-related products. Had they intefered with the software acitivity in India 10 years ago by establishing government-sponsored software companies, they probably would have killed the vibrant, independent activity that emerged. --noel