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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (9290)1/31/1998 2:10:00 PM
From: SMALL FRY  Read Replies (1) of 25814
 
Shane,

<<<In addition to selling off assets, the cash-short Korean electronic firms are asking material and equipment suppliers to finance their purchases until the crisis eases. >>>

IMO what this implies is "cash rich" semi-equip co such as AMAT may not be affected if they choose to bankroll some of these firms...consignments, credit extensions, etc. But, not all semi-equip are sitting on alot of cash right now, and not many may even be willing to gamble...we'll see.

Regards,
SF
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