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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 218.30+8.6%Jan 9 9:30 AM EST
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To: david who wrote (3335)11/9/1997 2:55:00 PM
From: Sam Citron  Read Replies (2) of 10921
 
David,

"It seems Taiwan will live or die by making chips. I think they are very foward looking."

This unprecedented capacity expansion by Taiwan sounds like it may lead to a shake-out of higher cost producers around the world. It is the same as what Pohang Iron & Steel (S. Korea) did to ROW in commodity steel and what Shanghai is now doing. I will not go so far as to suggest that it is a "beggar-thy-neighbor" trade policy, but it bears watching at a time when there are already ample signs of overcapacity in the industry.

SC
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