Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.83

+3.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Math Junkie who wrote (6025)	6/25/1998 12:29:00 PM
From: Ramsey Su	Read Replies (1) of 10921

Richard, when asked region by region, Morgan said Japan appears to be selectively buying. If the Japanese economy tanks to something closer to a depression vs a recession, I don't think they are going to be ordering anything cap eq next yr. Morgan also spoke positively about Taiwan, especially forward 3-5 yrs. I think he may be overly optimistic there. Not much attention had been paid to the subject but I suspect that once the Asian economy stabilizes, China is going to be pressing the one China issue again. Taiwanese may then be pre-occupied either "defending" their independence or working out a "merger" plan a la HK. This may not be bad. HK, while financially savvy, never gave China any high tech stuff. If Taiwan ever unite with China, there may be new fabs popping up all over China. Ramsey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next