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To: Carl R. who wrote (38488)9/16/1998 12:41:00 AM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
carl--

doesnt matter. what happens when the chinese or taiwanese who still have money come in and buy the fabs?

its a no win situation. its got nothing to do with the companies...it has to do with the industry.

good luck to all,
trey



To: Carl R. who wrote (38488)9/16/1998 12:47:00 AM
From: Skeeter Bug  Respond to of 53903
 
this game is too soon for my bet. however, once the visibility is better and truly indicating that korea is in deep kimshee then i'd buy mu at a value equal to maybe $1 billion - $2 billion in market cap with high risk money.


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