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To: Jock Hutchinson who wrote (15244)9/24/1998 12:02:00 PM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
Wow!! And what they are selling, the assembly part of the business, is the cream of the business, the part that is still making money.

After this round, the Korean will only be a shade of themselves - they just do not have the money to take all their plants to sub-0.25um. My guess is Samsung and Hyundai will each have one sub-0.25um fab. And LG may not even have any, at the most one. Their 'expansions' are over.

patrick


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