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 141.19

+1.1%

11:50 AM EST

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To: Mason Barge who wrote (5851)	6/15/1998 10:04:00 AM
From: Mark Oliver	Read Replies (1) of 10921

<It doesn't matter how smart it is for them to invest in semi equipment. They can't do it. Their countrymen are screaming for jobs (and in a few cases, food), they are defaulting on their debt, they are heavily leveraged and hemorrhaging money. This is the problem with those heady 200% debt-to-equity ratios -- when it's good, you make a ton, but when it's bad, there's no equity to fall back on.> Mason, you almost make a case for buying back into US companies that have been hurt by Korea competition such as Micron. Well, Micron is probably a bad example, but there must be some interesting changes coming. Regards, Mark

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