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Thanks for the informative post, Autumn. I especially like the part excerpted and boldfaced below:
The talk of the first day's show, however, was good news from chip
makers and chip equipment makers. Few of those presenting here said they would see much impact from the upheaval in Asian currency markets. "A lot of the chip business in Asia is in Taiwan, Korean and Japan," said ASM Lithography (ASMLF:Nasdaq) President and CEO Willem Maris. "And they've seen very little impact from this problem in Southeast Asia. Furthermore, the market for products from these companies is global; they will continue to see revenue and we will continue to sell to them. I don't know what will happen, but I can't imagine that companies like Hyundai and Samsung will stop selling products worldwide."
So the buzz on chip makers and chip equipment makers was all good.Particularly intriguing were the laser manufacturers, like Cymer (CYMI:Nasdaq), whose product is used in chip fabrication. "That," said a Dean Witter fund manager, "is the best story I've heard all day."
Wow!
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