Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 237.49

+1.7%

Feb 2 3:59 PM EST

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To: Ian@SI who wrote (4090)	12/23/1997 6:56:00 AM
From: semi2000	Read Replies (2) of 10921

Carey, Ian, Brian, and all: Following link nando.net is telling me what may come out of Korean crisis. If currency is devalued by more than 50%, assest are dirt cheap and memory makers are barely floating. Capacity expansion of chip equipment may start occuring in Korea instead here or in Japan or Europe. There are large pool of engineers in SK. It's not like Mexico where only industrial or manual labor work got shifted. Given this situation, I wouldn't be surprised to see big US companies opening branches and start taking advantage of this situation. What is your opinion? After all cpital will flow where profits are and internal problems have not much bearing on foreign companies operation. Looking forward to your thoughts. PS: AMAT and many others are already in SK, what if Intel opens a plant in SK? Wouldn't it save BIG bucks right away? Regerds, Sudhir

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