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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Bill F. who wrote (60995)5/28/1999 7:36:00 AM
From: gnuman  Respond to of 132070
 
DRAM tariff starting to have impact?
"Mosel Vitelic of Taiwan to Raise DRAM Microchip Prices"

....."Winbond's vice chairman, T.Y. Yang, said that PC manufacturers in the United States are likely to suffer most from Micron Technology's anti-dumping charges, because their procurement costs of DRAM chips will rise................

"Taiwan-based manufacturers said fewer than 10 percent of their clients actually import
Taiwan-made DRAM chips directly to the U.S. market. Most of them ship the chips to
manufacturing centers outside the United States and install them into computers or
other finished products. Most of the local companies believe that the impact of the
U.S. Department of Commerce ruling will be quite limited. "

If investors are bidding up MU because of the Taiwan tariff, they may want to take a closer look.

nikkeibp.asiabiztech.com



To: Bill F. who wrote (60995)5/28/1999 9:39:00 AM
From: bill meehan  Read Replies (5) | Respond to of 132070
 
Bill: Another sign of health in Silly Valley:
wired.com