People will be a lot more selective and pick up only those shares that are highly likely to get a boost from government policy.
Basically, this is a plus for both firms, but additional restructuring is necessary to make this work. A simple one plus one equals two scenario will not by itself bear fruit.
With the cooling U.S. economy and a series of profit warnings from tech firms both at home and abroad, high tech shares appear too risky at the moment to handle.
The government is now in a crisis management mode. So, they may provide us some kind of positive surprise as regards the bad loan issue.