Guys, cool it!  The situation is nothing new here.  early 90s, the downsize
of electronics in north america resulted power house of OEM in Asia.
DRAM/SRAM almost exclusively went there left only processor in north
america.  The root cause: Corp. downsize and cost cutting.   Everybody at
low/medium level scream "bloody murder" in mid 90s for the components.
Guess what! no body at top learn the lesson... it is de ja vu all over
again.  This time, photonic and optoelectronic...The transfer of power from
corp to investment banking and financial institution happen right now, It is
the result of de-regulation and excessive competition.  The net reuslt will
be drove more things down to the same road as early 90s.  History just
repeated itself if nobody learn the lesson.
On the other side, the mass production of OEM did improve the realiability
and standardization of the product.  Currently, even some "standardization
of design" (heard about 3 computer companies all use same OEM design house
and got some similar laptops...should stop here....I am going to buy an
i-MAC this weekend... Just have to be different).  From technology point of
view, the mass OEM production also drive the automation up and price down
which all of us enjoy (like few hundred dollar PC)...
                                                                       jk

>-----Original Message-----
>From: TechNet [mailto:[log in to unmask]]On Behalf Of Earl Moon
>Sent: Thursday, August 29, 2002 10:59 PM
>To: [log in to unmask]
>Subject: Re: [TN] SMT Magazine
>
>
>Not that time for me Jason. I'm just saying it the way it is. I'm not down
>on anyone but cash crazy people doing things for all the wrong reasons. I
>believe
>strongly in cooperation here and world wide.
>
>This silly ass planet is getting way too small to carp over crap - if you
>will pardon the expression.
>
>I want to help China, and have to some extent already, and I love
>Singapore.
>Right now, my focus is on someone needing our help - not on someone rather
>well developed as Singapore though I beleive we might just have helped out
>this wonderful littl place with some of the outside resources they
>have none
>of, as Ong says
>
>.
>
>This won't end because it must continue until we all win, or not.
>
>Earl
>
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