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 155.77

-0.2%

12:18 PM EST

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To: shane forbes who wrote (4796)	2/12/1998 8:52:00 AM
From: Mason Barge	Read Replies (2) of 10921

News from Asia is bad today. Indonesia is ugly: opinions are that it doesn't have sufficient currency reserves to implement its currency board successfully, and Suharno has the army out to quell popular unrest. In Korea, the national trade unions are threatening a nationwide strike Friday if the govt doesn't back down from the layoff bill. All the stock markets are down except Taiwan, up 1%. Only very serious loss was Indonesia, almost - 10%. (Korea and Indonesia seem to have opposite problems, don't they? Indonesia suffering from a Batista-style corrupt dictatorship, and Korea from not enough central control by govt -- trade unions with too much power, a la 70's Britain.) On the positive side, K&Q upgraded AMAT to buy, and Steinberg upgraded LRCX, AMAT, NVLS and KLAC. ATMI had an excellent earnings report.

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