Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Bipin Prasad who wrote (39817)	10/12/1998 1:30:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

--->HD & LG's real issue is management ratio btn two companie. Good point. The Issue of tariffs could be nullified IF Hyundai and Samsung build more Fab's in the US. I think HD is ready but Samsung is not committed; YET. Yields are good enough at Samsung on the new generation part that they should be making money too; in the US.

To: Bipin Prasad who wrote (39817)	10/12/1998 1:34:00 PM
From: Joseph Beltran	Respond to of 53903

Bipin, Thanks for your insights. U.S. Congress won't release IMF $$$ without strict conditions. Lots and lots of political pressure now in congress to ensure that IMF $$$ won't subsidize korean semiconductors. MU and others screaming bloody murder. U.S. steel industry has become an ally. Korean trade surplus has been positive all year. Seems like they are importing next to nothing in the way of capital equipment. How long can they go on like this? It has all the makings of an "end game" in chess. regards