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


To: roly who wrote (9489)10/24/1997 4:23:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Roly,
I think that if cheap foreign chips do start to underprice the
American manufacturing costs that the government will slap on
additional tariffs to maintain relatively equal value. The American
chip manufacturing market is so huge that it couldn't survive in the
face of chips that cost 1/2 as much to produce that would flood the
market. My analysis is that lower foreign chip costs will take over
the Asian marketplace,which is potentially the biggest in the world,
whereas the Europeans and Americans will place tariffs against the
unfair competition. The life blood of the American chip market will
be new, innovative, specialty chips that won't be produced overseas.

My opinion only,
Regards,

BB



To: roly who wrote (9489)10/25/1997 12:11:00 PM
From: Larry Ames  Read Replies (1) | Respond to of 70976
 
Roly/all,

Here's an article from Bridge News that talks about the upside of
what's going on in Asia ... lower inflation in the US AND
"boosting business investment in capital equipment"

sltrib.com

I appreciate the research you all have done .... I feel quite a bit
better about my AMAT holdings today!

Larry