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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 143.23-2.9%Nov 18 3:59 PM EST
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To: Zeev Hed who wrote (5035)3/23/1998 1:25:00 PM
From: Joseph Beltran  Read Replies (2) of 10921
 
Zeev,

Interesting post...I don't think G.E. capital would touch the semiconductor capital equipment market with 50 foot pole, but I do foresee american banks -as they make inroads in the japanese market- extending short term relatively low interest but fully collateralized loans (secured by receivable, hard assets or combination) to the major korean players. American banks are lean and mean compared to their japanese counterparts...This is a great opportunity for them to establish ties with the major asian manufacturers.

regards
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