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


To: Teri Skogerboe who wrote (11033)11/14/1997 10:32:00 AM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
TS,

I agree it wont slow Asian fab buildup much in the short-run, because these countries are hell-bent on catching up to Japan, due to nationalistic, historic, and cultural reasons. But in the long-run, you simply cannot keep adding capacity to a glutted market.

SC