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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: Crossy who wrote (2011)10/22/1997 7:20:00 AM
From: Iris Shih  Read Replies (1) of 37387
 
Crossy,

Another question. As we know that part of this year's big jump of semi equipment makers was contribued by the heavy orders from Taiwan foundries. Right now US dollars closed at the high of NT 31 today. What would it affect the semi equipment makers here? I watch amat, lrcx every day. They seem pretty weak at this point. Also will NT depreciation help CPQ's profit margin which has part of its component parts made in Taiwan?

Regards,

IRis
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