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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: Cary Salsberg who wrote (3521)11/17/1997 3:50:00 PM
From: molemania  Read Replies (1) of 10921
 
I called Novellus this morning and talked to Tom (CFO I think). He said that even if local SE Asian (Korea for instance) banks cannot finance fabs, there are overseas or foreign banks that are eager to step in. He also said that if Asia is not up to building new fabs, Europe or some other place may take up the slack. I meant to ask him about Sam's input that Asian fabs are cranking out chips regardless of demand and that Europe would not do this (I think that is what Sam said).

Dave
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