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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.83+3.9%3:59 PM EST
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To: Q. who wrote (4089)12/26/1997 9:27:00 PM
From: Justa Werkenstiff  Read Replies (2) of 10921
 
John: Does Korea account for 11% of global semiconductor equipment consumption? Unfortunately, we do not know this as fact. Merrill Lynch in a recent report on the industry put Korean semiconductor equipment purchases at 22% of world wide equipment spending. In a recent interview with Briefing, Jerry Fleming of Sutro put Korea's spending at 15% of global consumption. In a recent interview with Barrons, Moshe Handelsman of Advanced Forecasting noted that Korea accounted for 9% of semiconductor equipment sales in 1997 thus far as of December. Dan Hutchenson of VLSI estimates that Koreas big three IC makers will account for only 7% of global equipment purchases this year. Pick your number and you will have found a foundation on which to build a conclusion. Such is the folly in attempting to quantify the effects of Korea's problems on global semiconductor equipment consumption in the immediate future.
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