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


To: davesd who wrote (10527)11/7/1997 9:23:00 PM
From: Kumar Nathan  Respond to of 70976
 
Dave: Here is the link f my posting some time early this week or late last week. exchange2000.com Please let me know if you differ. For chip manufacturer this is the goldilock period. Some 6 months ago I posted here saying that INTC virtually booked 80% of assembly capacity is SEA. That is true. Now they are reaping full benefit out of it. They have cost advantage too due currency crisis.

I hope I make sense.

Regards

Kumar.