SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Duane L. Olson who wrote (8304)12/11/1997 2:31:00 PM
From: shane forbes  Read Replies (1) of 25814
 
We would like to call attention especially to the points that the semi equipment
makers shouldn't sweat the loss of Korean and Japanese markets, as those sales
will be made up elsewhere, particularly in Taiwan and the U.S.

OSO let me purge this evil thought from you right now. Korea and Japan are responsible for around 35-44% of the worldwide semiconductor manufacturing in the world. (guessing that Korea ~ 12% and Japan ~ 30%). So there is NO way the U.S., Europe, Taiwan and Singapore will make up for this. NO WAY JOSE... NOPE NADA NOPE.

Besides the Koreans may want to invest and they will eventually BUT I remind the OSO that it will take the IMF money to trickle down before any of this can even begin.

Not a bad idea to nibble on AMAT and NVLS.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News