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 156.06

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12:59 PM EST

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To: Steve Patterson who wrote (5256)	5/4/1998 7:20:00 PM
From: Proud_Infidel	Read Replies (1) of 10921

Re: their currencies, not being devalued, are more likely to buy US semi equipment, whereas the SE Asians will buy whatever they can locally, from other countries with devalued currency. I am not sure I am reading this correctly. SEA really has no equipment cos. from whom to purchase equipment, outside of Tokyo Electron et al so it is impossible for them to buy locally, even if they wanted to. Please correct me if I am misinterpreting your hypothesis. BK

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