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 : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: Thomas G. Busillo who wrote (23556)11/5/1997 7:00:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
>>"Entering the semiconductor business represents the
first stage of the group's master plan to shift into
more advanced and higher value-added industries,"
Han said.<<

would somebody put this guy out of our misery? what a dope. ;-)

>>But analysts said they wondered whether the
conglomerate could handle the heavy financing
burdens and unpredictable market conditions
associated with this branch of the semiconductor
business. Further, there could be a global
oversupply of memory chips by the time the
Dongbu plant comes on line.<<

a continued glut into 1999? mu is dead meat and slightly above a penny stock if this occurs. :-)

>>"On top of the initial investment, Dongbu will have
to spend like crazy to upgrade its facilities. I
wonder how the group will get all the money it
needs," said Koo Hee-jin, an analyst at Daishin
Economic Research Institute. "Demand for DRAMs
also is unlikely to grow as fast as the group
expects," Koo added.<<

upgrade like crazy... hmmmm... demand not growing as fast as these nimwits expect... more people entering dram and few people leaving... hmmmmm... :-)



To: Thomas G. Busillo who wrote (23556)11/5/1997 8:07:00 PM
From: Trey McAtee  Respond to of 53903
 
thomas-

they should wait a year or so and pick up some of those fabs in taiwan for under a billion.

good luck to all,
trey