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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 147.36+2.9%11:55 AM EST
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To: shane forbes who wrote (5692)6/5/1998 8:58:00 AM
From: Mason Barge  Read Replies (1) of 10921
 
Now Taiwan! This could really put a crimp in my buying plans. Taiwan stock market is floundering and the currency is getting hit, mostly due to fallout from Japan. If THEY get in bad enough shape to have to push out orders, the BTB is going to sit in the .8 to .9 range a few months longer. While Taiwan isn't going to have the widespread economic implications of the Japanese problems, serious financial problems there are going to have a sharply-focussed negative impact on semiconductor equipment shares.
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