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To: Joseph Beltran who wrote (6225)7/8/1998 12:39:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 10921
 
Joseph,

when you say American, there is really only MU who is in direct competition with the Koreans. They have their hands full with TXN.

Japanese is not sitting on a lot of money. Taiwanese, you hear it here first, is probably going to start worrying about China, both politically and economically.

I think it is unlikely that anyone would be willing or able to start a very expensive chip war to drive the Koreans out of business.

Ramsey



To: Joseph Beltran who wrote (6225)7/8/1998 1:58:00 PM
From: Mason Barge  Read Replies (1) | Respond to of 10921
 
Did you see the announcement from Japan? They have no intention whatsover of abandoning their "market-share" philosophy. What worries me is more whether the various powers intend to spend EACH OTHER into oblivion, winner take all and no profits for anyone.


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