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Gold/Mining/Energy : MOSAID Technologies Inc.
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To: Conky Lives! who wrote (51)11/1/1997 7:00:00 PM
From: Jim Lang   of 219
 
Leon,

Glad to see someone is still interested in MSD!! I have to admit that I have not followed MSD as closely as I should have, as my position is quite small. However, I closely follow the CYMI thread, and there have been considerable discussions there regarding the impact of currency problems on semi-equipment suppliers. My impression of the general consensus is that the semi fabs in Asia cannot afford to discontinue upgrading to next generation chips (and therefore testing equip, etc.) as the business is too fast moving. The migration to smaller and faster chips MUST continue and little slow down could be tolerated. There may be pricing pressures, however, on the equipment suppliers to maintain the flow of orders for the short to intermediate term. I do not think that this should affect either top or bottom line growth for MSD substantially. However, stock price has certainly suffered lately as the semi industry is not in favour with the Street.

Good trading,
Jim L.
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