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

To: Teri Skogerboe who wrote (20644)	6/22/1998 11:12:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

At the risk of appearing to make more of something than is warranted, apparently there is a big difference in SEA (SEA is probably an over generalization) between public acknowledgement of a problem and private acknowledgement. I think the public acknowledgement of an oversupply problem (admission of a mistake) and the willingness to do something should be watched. The denial and save face alternative would have been to continue production at close to the same level and say that everything would fix itself in due course. That is not happening now. Not only are the Koreans moving on the supply problem (one can debate their chances of success), but they are moving on tax issues as well: korealink.co.kr The Intel deal suggests they are more willing to let the foreigners provide investment capital to help them. This is happening on other fronts as well: korealink.co.kr

To: Teri Skogerboe who wrote (20644)	6/22/1998 11:41:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Teri, the DRAM oversupply problem pales in comparison to this... "Year 2000 bug has some preparing for chaos" posted at 10:42 p.m. PDT Sunday, June 21, 1998 excerpt: Huss is preparing for what seems like an implausible, yet eerie, scenario. The 31-year-old computer systems administrator at a small university in Northern Michigan is stockpiling food, water, medicine and other basic necessities, and readying a family cabin for himself, his wife and his year-old baby. He plans to take his money out of the banking system by August. And he is honing his construction, gardening and landscaping skills. mercurycenter.com I expected articles like this, but not until 1999. GM