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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: LLCF who wrote (4862)2/15/1998 10:47:00 PM
From: Jurgis Bekepuris  Read Replies (1) of 10921
 
David,

> how about some ideas on how to profit if Asia falls
> behind because they DON'T continue (or perhaps delay)
> building new fabs????

Simple answer: buy MU, they will make a ****load
of money.

More general answer: buy US semi-manufacturers
with commodity products who also have leading-edge
fabs. I am on unfamiliar ground here, but you could
investigate AMD, NSM, TXN, LSI, IDTI, MOT, CY.
Try to avoid INTC competitors. You can ask Andrew Vance
for a better list. ;-)

Tangential answer: buy WFR and SEG. They may
benefit from Asian fab closures.

Personally, I will not play this angle. I hold
some WFR leaps that I plan to dispose of when time is
ripe. ;-)))

Good luck

Jurgis
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