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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: molemania who wrote (3223)10/31/1997 9:34:00 AM
From: Q.  Read Replies (3) of 10921
 
Dave, the SE Asia countries that are experiencing currency devaluations are different from the countries where fabs are located. There just isn't much wafer fab stuff in Thailand, Indonesia, Malaysia, Philippines. Some back end assembly stuff is in those countries, but even that shouldn't be affected much, I would think.

Taiwan has a currency that is an abosolute fortress, with more foreign reserves than you can imagine, and Taiwan is where a lot of the fab investment is going on right now.
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