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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (29226)	6/19/1998 10:45:00 AM
From: Joan Osland Graffius	Read Replies (1) of 132070

Michael, Thanks for your response. Fortunately I have make a buck on this chip down turn. What is in my head at the moment is which of the semi equipment makers are the weak sisters and could not make it this time around. I suspect the next upgrade in the semi factories could be interesting. If currencies stay stable the asian chip makers will pay, on a relative bases, high costs to upgrade their factories for the next generation chips. Of course this is assuming they buy most of the equipment from the west. If this assumption is true the semi equipment makers that survive should do well. I believe AMAT will be around, but some of these equipment makers will not. Also I expect to see some consolidation in this area, which make it a dangerous money game. Do you have any thoughts on the semi equipment group going forward? Joan

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