AI
Saturday, February 12, 2005 1:42:23 PM
Threejack are you suggesting that SMIC (the partner of Infineon in dram) should have been subsidized by the Import Export bank?
I am not saying that they will not do their expansion anyway, but to help from the USA is a bit over the top. China is going to end up owning the USA anyway by way of "paper" bonds and shares as long as they refuse to revalue their currency against the dollar.
A side effect of imploding dram prices by too much capacity would be that Rambus' royalties go down from those who are paying on a revenue basis like Toshiba and Elpida.
Just a thought
Cheers
Cor
I am not saying that they will not do their expansion anyway, but to help from the USA is a bit over the top. China is going to end up owning the USA anyway by way of "paper" bonds and shares as long as they refuse to revalue their currency against the dollar.
A side effect of imploding dram prices by too much capacity would be that Rambus' royalties go down from those who are paying on a revenue basis like Toshiba and Elpida.
Just a thought
Cheers
Cor
