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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Pam who wrote (42813)1/20/2009 9:08:28 AM
From: robert b furman   of 95572
 
Hi Pam,

This post referenced is "Deja Vu" 1998.

Remember when S.Korean memory makers were going broke trying to get market share.

Subsequently Micron almost bought Hynex - but the good ole bot club saved the deal.

Now to just get in the same spot.

Thank goodness logic as different than memory sector or there would be an inventory overhang.

The one glaring difference is the Asian Contagion is now in USA,UK and Europe?

Bob
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