Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (5035)	3/22/1998 9:18:00 PM
From: Mark Oliver	Respond to of 10921

How do you think this will effect MEMC and their joint ventures in Korea? If we see Koreans drop out, or sell out, of DRAM, a questionable jewel in these days, what will happen to the demand for silicon? In fact, how deeply do you question all joint ventures? It's one thing to be concerned about lost sales, but it's another to build a silicon wafer plant and not be sure your partner will pay, or buy for that matter? How do you see money from Intel going into ventures in Austin now? In the ESI conference call, they said sales were down in Europe. This was due to push outs or lost sales to Asians building abroad. Do you see Koreans keeping their investments closer to home? Or, does MEMC buy out their partners for 10 or 20 cents on the dollar and then sell capacity to demand outside Korea with highly skilled, inexpensive labor and overhead? I was reading Bechtel pulled out of Indonesia thinking they would never get paid despite the fact that this could hurt their ablity to secure future business when things get better. It's going to be a real tap dance to see who comes out of this with big gains and losses. Regards, Mark

To: Zeev Hed who wrote (5035)	3/23/1998 12:21:00 PM
From: Bosco	Respond to of 10921

Dear Zeev - while Samsung may indeed have to decide whether it can spread itself too thinor not, it seems [to me anyway] korean semi industries, like that of the taiwanese counterparts, are more than financial. I mean, both these countries have vested [geo]political reasons to maintain the hi tech capabilities. Also, it is difficult [for me anyway] to see comparisons between say Samsung and American Motors. I mean, Korean products may not have the best qualities, but from a company giving us Pacer and Gremlin, it is certainly of american interest to remove "American Motors" from the roadmap of corporate america <vbg> rgds Bosco

To: Zeev Hed who wrote (5035)	3/23/1998 1:25:00 PM
From: Joseph Beltran	Read Replies (2) \| Respond to of 10921

Zeev, Interesting post...I don't think G.E. capital would touch the semiconductor capital equipment market with 50 foot pole, but I do foresee american banks -as they make inroads in the japanese market- extending short term relatively low interest but fully collateralized loans (secured by receivable, hard assets or combination) to the major korean players. American banks are lean and mean compared to their japanese counterparts...This is a great opportunity for them to establish ties with the major asian manufacturers. regards