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Technology Stocks : FSII - The Worst is Over?
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To: Joe Dancy who wrote (1558)10/26/1997 4:42:00 PM
From: H James Morris  Read Replies (1) of 2754
 
I think its time to really reavalue this entire Sector, since it was only 2 weeks ago that most of these stocks were all sitting on 52 week highs.
As I see it this, Hong Kong, and the other paper tiger economies have had a devastating effect impact, on all the the Equip Mfg's.
It was reported on Cnbc on Fri that the Asian market currently has almost 50% of the $40 bil currently on order with this group. If their currencies continue to decline (remember they must pay in US$$$) the cost of new Fabs might be to expensive to build and these orders might have to be pushed out and that was something that the entire Street was NOT expecting. Scarey but until this Asian problem seems more clear, I advise a stand on the sidelines approach for awhile
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