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Politics : Formerly About Applied Materials
AMAT 261.28+0.8%Dec 15 3:59 PM EST

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To: Lester e. who wrote (12863)12/11/1997 10:00:00 AM
From: Richard Chow  Read Replies (3) of 70976
 
Lester E:

Came upon this (old) post of yours. Finally! Someone who looks beyond a day!

Question: Do you buy the argument that the Asians (though I don't see how the So. Koreans can come up with the money) will HAVE to continue investing in semi cap eqp. regardless of their economic woes and inventory glut simply to keep up with technological advances and stay competitive?

Dick
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