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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (30085)	7/22/1998 9:32:00 AM
From: Bipin Prasad	Read Replies (2) \| Respond to of 132070

Mike, Insook, I can't see how it is good news for US chipmakers. The Korean companies will not be able to hold back inventory for long if the second half is a disaster. MB Because Korean companies are having hard time to get raw materials to produce goods to export. Unfortunately they can not afford to dump at this point. So I expect consolidation in Korean chips any min now. They will come back very strong within a few years. For the time being, US chips will enjoy small bump up, imho. later, InSook