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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%Nov 20 3:59 PM EST
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To: Lenny Ehn who wrote (3667)12/6/1997 7:42:00 PM
From: Douglas V. Fant  Read Replies (2) of 10921
 
Lenny, I work with Joe Dancy on the Lonestar Growth Investor Newsletter. I just reviewed the draft newsletter that we will post on the Internet on Monday. One article we reproduce cites that technology/telecommunications has now become in late 1997 the biggest sector of the US economy- bigger than food processing, bigger than automobile manufacturing, etc.

The $64 question for equipment makers is the convergence of a number of trends- first the austerity packages a la the IMF will slow down at least some Asian economies. However they will still be growing. The question is- what priorities will these Asian governments assign to cancelling proposed projects- my guess is that infrastructure building will be slowed (i.e., highways, bridges, etc.) first, and technology investments slowed to a lesser extent. Second what effect the growth of the under $1000 PC market on equipment makers? Which companies make the chips that will go into this growth area? Third how fast will growth in the Internet reach into Asia and Europe? And who makes the equipment/backbone to satisfy that demand? Just some thoughts....

Sincerely,

Doug F.
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