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To: JMD who wrote (6787)12/31/1997 11:40:00 AM
From: John Biddle  Respond to of 152472
 
To thread:

National Semi CEO Halla's No-Frills Approach Pays Off.

techweb.com

Excerpt:
"Maybe combining a telephone with a portable PC makes sense," Halla said. "We're pushing this type of concept as the perfect interface for electronic trading in China." China, for example, is moving to wireless technologies to eliminate the need to lay miles of copper cable.



To: JMD who wrote (6787)12/31/1997 3:47:00 PM
From: pass pass  Read Replies (1) | Respond to of 152472
 
Buying Japanese companies may make sense since a lot of them have more cash than their market caps, but buying Korean companies you carry all their debts.



To: JMD who wrote (6787)1/2/1998 10:57:00 AM
From: Srivaths Srinivasan  Respond to of 152472
 
JMD:

You brought up an interesting point. SEA especially Korea could be a gold mine for 2 types of buyers
1) Companies with money(your e.g. of Applied Materials)
2) Companies who want to gain a back door entry into a specific market (a la ericcson to avoid qcom royalty)
Is it just my imagination or is it too soon, for I don't hear of any companies(especially the cash rich ones with millions in their war chest) RUSHING to buy up these Korean companies.

Srivaths