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To: Mason Barge who wrote (12983)1/22/1998 5:07:00 PM
From: FJB  Read Replies (2) | Respond to of 25960
 
Mason,

RE: I can't imagine the Koreans are buying anything at all resembling capital improvements

The president of the Korea Semiconductor Industry Association imagines the opposite. I'm going to have to go with his forecast on this one.

He said capital investment will be focused on technology purchases to upgrade existing fabs.
techweb.cmp.com

Bob