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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (20563)	6/18/1998 1:08:00 PM
From: jtechkid	Respond to of 70976

REALITY==the semi industry is one of the most financially. strong industry in the world-don't forget that-these stocks are not going bankrupt in fact most of them trade in comparison to net asset break up2. semi industry-barrier to entry is impossible for new companies or startups . its a capital based industry and unless you have a billion dollers your not going to enter it. don't you notice all the ipo's are internet and software but never semi companies. alot of these companies have near monopolies in the sector and are only getting stronger. also, yes asia in trouble but do you think the world will stop building information technology in the next two years. no way, what asia does not take up will simply be taken over BY t other countries or COMPANIES will take over it. also, asia in perspective-GE HAS BIGGER MARKET VALUE THAN THE WHOLE ASIA EXCLUDING JAPAN. .

To: Big Bucks who wrote (20563)	6/18/1998 3:35:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Semi-related: Story Date : 98/06/18 1 13:50 T Kobe Steel Picks Micron Tech. For Chip Deal >KBSTY TXN MU TOKYO (Nikkei)--Kobe Steel Ltd. (KBSTY) will dissolve its joint venture with Texas Instruments Inc. (TXN) to start 64M DRAM chip manufacturing with Micron Technology Inc. (MU) of the U.S., The Nihon Keizai Shimbun reported in its Friday morning edition. With the cooperation of the Japanese company, Micron, the largest U.S. memory chip maker, is set to have the world's largest monthly output capacity of 30 million chips in 1999. The Kobe, Japan-based company set up the joint venture with Texas Instruments in 1990 to make DRAM chips. But the venture, KTI Semiconductor Ltd., plunged into the red as a result of the slump in the memory chip market since 1996. Under the agreement between Micron, TI and Kobe Steel, Micron is set to take over the Dallas-based company's 25% stake in KTI as early as August. KTI is likely to start making 64M DRAMs from spring 1999 by utilizing the new partner's cost competitive production technology. KTI has already spent Y60 billion on DRAM manufacturing facilities and will invest a further Y20 billion. (END) DOW JONES NEWS 06-18-98 01:50 PM