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

To: Big Bucks who wrote (9484)	10/24/1997 3:49:00 PM
From: roly	Read Replies (1) \| Respond to of 70976

BB, Interesting point. From what had happened in Mexico, export thrive when the peso was devalued. We have a similar situation in the Far East. If I was Intel, I'd put my fab in South East Asia and capitalize on cheap labor. The asians realize now that they have cheaper labor. If they cancel fab installation/expansion, they they have given up and taken the lost. If I was them, I'd accelerate fab construction to take advantage of this currency issue. The chips they will produce will put the chips produce in USA in a big pricing disadvantage. I agree that the capital will be tight, but I believe the fabs will be put up as scheduled or even accelerated. Roly