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 163.10

-0.7%

Dec 16 3:59 PM EST

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To: Mason Barge who wrote (4708)	2/6/1998 11:20:00 AM
From: BlueCrab	Read Replies (1) of 10921

Mason, as another without many clues, I have a scenario - SEA companies (read Gov't partnerships) just spent 4-5 years getting the European tech industry greased and spread; suddenly the Europeans are back in the game (OK, so it's by default; still works). ROK and other tigers can't afford to let the last few years of growth be lost, must stay ahead of Europe and try to keep pace with the US. Currency crisis or not, they MUST keep buying the latest stuff or they're the ones who get the shaft, losing both the money they invested as well as the money they borrowed. IMO they have no choice. Jeff

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