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To: Number 4 who wrote (27492)1/31/1998 3:54:00 PM
From: MR. PANAMA (I am a PLAYER)  Respond to of 53903
 
Euro...could we infer that Samsung is in financial straits...personally I do not think so its sexy now there to have far out Eq/Debt levels..1st case of getting stuck without the GLUE ....GRIM...resting well this weekend..



To: Number 4 who wrote (27492)1/31/1998 4:45:00 PM
From: Richard Russell  Read Replies (2) | Respond to of 53903
 
ED,

If this "bizarre twist" is true what do you think the impact on mu will be? IMO the consolidation and the debt reorginization of the asian producers will only make matters much worse for mu. Appleton has basically said if the Koreans can go on doing business as usual that mu may be out of business. Sounds like a bit of grand standing for the politicos but never the less don't you think the asians will do all they can to put mu down? What a great opportunity for them to get rid of a competitor. Maybe appleton is positioning himself for a US bailout ala C. RR



To: Number 4 who wrote (27492)2/1/1998 2:02:00 PM
From: Richard Russell  Read Replies (1) | Respond to of 53903
 
ED,

<<BTW does anyone know about a story that Vanguard is going to put one of
its new fabs on hold?>>

Does vanguard make dram? RR