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

To: Ramsey Su who wrote (22425)	8/2/1998 9:17:00 PM
From: Gottfried	Respond to of 70976

RS, relevant to your 4-5 Chaebol item... 07/31(ñY) 16:09 Kim WC Opposes Penalties on Top 5 Business Groups korealink.co.kr Big 5 Biz Groups Must Present Debt Reduction Plan by Next Month korealink.co.kr Koreabiz korealink.co.kr GM

To: Ramsey Su who wrote (22425)	8/2/1998 9:48:00 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 70976

Ramsey, Thanks for the information and the links. I was aware of the sanctions on korean companies that diverted $$$ to unprofitable subsidiaries as well as the debt/equity ratio figures. I am still at a loss to explain or determine how these dram makers can continue to operate at a loss.... from all accounts they must be operating on razor-thin margins...if so, what happens when their equipment breaks down or when demand picks up and they don't have the funds to invest in more productive capital equipment??