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

To: Katherine Derbyshire who wrote (6229)	7/8/1998 1:51:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

>> 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, I may be misunderstanding you, but from my point of view, the DRAM war started in the late 80's when Japan cornered the equipment market and thus the DRAM market. They wouldn't sell DRAM equipment to anyone but Japanese companies, and also wouldn't sell DRAM to anyone but Japanese box-makers. No-holds-barred scorched-earth war is in progress. The Japanese have just announced that they intend to continue their "market share at any price" philosophy, and MU certainly isn't going to back down. Either or both would be happy happy happy to see total destruction of Korea's chipmaking.