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

To: Jacob Snyder who wrote (26749)	11/29/1998 7:09:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 70976

jacob, i would argue there has been no recovery of substance, just the rank gambling that one will come and the corresponding greed that blinds those who "want in."

To: Jacob Snyder who wrote (26749)	11/29/1998 9:26:00 PM
From: blake_paterson	Read Replies (1) \| Respond to of 70976

Outsourcing and tech buys.... more of the same trend of limited capex Kawasaki Steel (5403) Farming Out IC Output To Taiwan Firm TOKYO (Nikkei)-Kawasaki Steel Corp. will consign production of large-scale integrated circuits to Taiwanese chipmaker United Microelectronics, company sources said Monday. Shipments to the steelmaker are expected to begin early next year. Kawasaki decided to avoid the huge capital outlay required for building new mass-production facilities, and instead focus its resources on technological development and other efforts. United Microelectronics will make embedded DRAMs combining memory and IC logic functions that have been designed by Kawasaki for sale to office-equipment makers. Kawasaki is expected to pay some 1 billion yen annually to the Taiwanese company. Meanwhile, Kawasaki plans to spend some 10 billion yen to build a plant to make a limited number of chips of 0.18 micrometer precision on a trial basis at its Tochigi Prefecture plant. But the company will not to build any mass production facilities. Kawasaki's sales of large-scale ICs totaled some 13 billion yen in fiscal 1997. (The Nihon Keizai Shimbun Tuesday morning edition)