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 150.32

+5.4%

Nov 24 3:59 PM EST

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To: Clarksterh who wrote (5292)	5/5/1998 6:37:00 PM
From: Joseph Beltran	Read Replies (2) of 10921

Clark, I was thinking more of demand for semi manufacturing equipment, not finished products. Korea and Japan present large sources of potential demand but if they can't afford or can't get financing to buy amat's products it won't do amat any good. The situation in korea, imo, is debt. Korean companies' debt/equity ratios are astronomical, and I mean out of this universe. They are literally saddled with debt; they cannot afford to borrow more; and no one will lend to them except at usurious rates. Many of those companies are selling their crown jewels to raise money to pay down debt and obtain a better credit rating. The situation in Japan, imo, is a lack of demand for semi products. Japan's share of overall exports is decreasing and their internal economy is not creating sufficient demand to pick up the slack. Japanese companies are able to borrow money but they can't justify expansion because of a lack of demand. I don't presume for a minute to suggest that these are the only problems. regards

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