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To: Tony Wang who wrote (43339)2/27/1999 4:21:00 PM
From: Fabeyes  Read Replies (2) | Respond to of 53903
 
>>>Korea and Taiwan is so decimated in their own economies that they no longer challenge MU anymore, at least not like they did before. >>

You are right! The Korean's do not challenge like they did before; this time they are stronger than they have this decade. Both Samsung and Hyundai will have double their parts out the door starting March 1st. Yields at Hyndai in Korea are close to 90% and in Eugene 87%; and Samsung is stringer than that. Both will have working .18um in less than 4 months, will increase the output even more.

I think the Koreans have smelled blood in the water. Remember too, Samsung has ALREADY made a profit.



To: Tony Wang who wrote (43339)2/27/1999 4:34:00 PM
From: Fabeyes  Read Replies (1) | Respond to of 53903
 
Maybe yo should read posting #43338



To: Tony Wang who wrote (43339)2/28/1999 6:10:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>I
mean do we think it was an accident that it went from 21 to 80?<<

nope, greed surrounding and conquering reason fueled by too much cash chasing too few securities.