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

To: Katherine Derbyshire who wrote (24095)	9/11/1998 6:43:00 AM
From: Duker	Read Replies (1) \| Respond to of 70976

This whole topic is a bit strange in my opinion. Hyundai and LG could not be bailed out with $30 DRAM. Literally, in the golden days of DRAM (b/w 1995 & 1996), when MU had Gross Margin % on memory business in the high 60's, LG and Hyundai were losing money. They are not rational players. I am classically liberal and truly dislike tariffs, but I do not see much of a consequence to slapping a tariff on the two worst run companies in the business -- companies that have not made a rational pricing or capital allocation decision since the dawn of DRAM. Though, as it is the government interfering with the pricing mechanism, one can expect it to be poorly executed. Now, if the government were taking aim at Samsung, I would be the first to cry foul. --Duker