Mark Newman - Sanford Bernstein

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Last quote by Mark Newman

The jobs would move to China from Japan, and furthermore China would go after market share at the expense of crushing industry economics, so the U.S., Taiwan, Korea, Japan all get hurt substantially by this arrangement.feedback
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Apr 11 2017 Foxconn
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Mark Newman is associated, including NAND and Tesla. Most recently, Mark Newman has been quoted saying: “The NAND business is the only one with value, as it makes up all of the semi-conductor profits, which comprise 75 percent of the overall company's profit. I won't be surprised if they sell another 20 percent in a few years time and then another 20 percent.” in the article Facing huge writedown, Toshiba decides to sell part of memory chip business. An other article where Mark Newman has been quoted is Political Crisis Engulfs Samsung, a Firm Tied to South Korea’s Success.
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