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Politics : Formerly About Applied Materials
AMAT 261.28+0.8%3:59 PM EST

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To: Dr. Bob who wrote (25163)10/10/1998 10:16:00 AM
From: jason   of 70976
 
Wonder if this topic has been discussed here: the implication of dollar's collapse against yen. I would think that this can only be positive for AMAT and other semi equipment companies, since they depend so much on Japanese and Korean memory makers. Yen's strength would not only increase the buying power of those japanese makers, it should also stabilize the korean won (the korean stock market has rallied strongly in the last couple of days) and other asian currencies. Should be interesting to see how would this play out in the next few months.

Bluesky
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