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To: Sam Citron who wrote (3340)11/9/1997 5:41:00 PM
From: Alan Gallaspy  Read Replies (1) | Respond to of 10921
 
Sam:

This unprecedented capacity expansion by Taiwan sounds like it may lead to a shake-out of higher cost producers around the world.

Are you thinking Micron? Who do you think the weakest players are in Japan and Korea? and elsewhere for that matter?



To: Sam Citron who wrote (3340)11/11/1997 1:44:00 PM
From: LLCF  Respond to of 10921
 
re."It seems Taiwan will live or die by making chips. I think they are very foward looking."

Hhhmmmm, just loved the statement SO MUCH I just had to reprint it...

DAK


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