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To: JF2155 who wrote (36991)8/6/1998 3:37:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 53903
 
Strong dollar is not disadvantage just for MU. Korean semis are
having hard time to get raw materials due to strong dollars and
they can't have advantages either. So it's not an issue at this
point.

later,

InSook



To: JF2155 who wrote (36991)8/6/1998 3:53:00 PM
From: Chas  Read Replies (1) | Respond to of 53903
 
If MU is really at .21um on some product, this will bring them into the forefront, most are at .28 and .25. This is showing their core strength they had back in the 16M days, so their cost will be lower, and should help them.
Yea the yen and the won, are interesting , the won has increased in value from 1700 to 1240 now, and the yen has lost from 100 to 144, but
the Koreans also are concerned with relationship with the won to the yen.
Good trading.


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