SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: AgAuUSA who wrote (28493)2/16/1998 6:00:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 53903
 
Greg, The Mercury is usually good in this area, but they missed part of the boat by not even mentioning Taiwan. While Korea and Japan cut back, Taiwan and MU gear up production to more than fill any void. Yes, the Taiwanese are a small factor now, but you don't bet on the horse that is currently in first place, you bet on the one that is running fastest, and Taiwan is now outrunning Japan and Korea in new fabs. And, they have zilch in foreign debt, huge trade surpluses and all those other things that allow them to compete favorably with their strapped brethen. MB