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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Boca_PETE who wrote (1821)10/25/1997 4:37:00 PM
From: Trebor  Read Replies (1) of 42834
 
I'm no expert but what I've read is that Far Eastern chip makers might delay capital spending on plant improvements because of the currency crisis. That could hurt UTEK and other equipment makers, at least short term. Long term, I think these chip makers will have to use the latest technology in order to remain competitive. That will help UTEK.
Just my opinion.
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