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 237.49

+1.7%

Feb 2 3:59 PM EST

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To: Proud_Infidel who wrote (6109)	6/30/1998 7:53:00 PM
From: Joseph Beltran	Read Replies (2) of 10921

Brian, I agree with your statement that a turnaround will eventually come but I don't see how s.k. can find the $$$ to make any significant capital purchases in the near term. I just got through reading about a dozen current articles from the korea times and things appear to be getting worse, not better. as far as I can tell american companies with cash or borrowing power are in a position to destroy the s.k. competition if the time was appropriate to upgrade to cutting edge manufacturing technology. s.k. chip companies are up the proverbial river without a paddle. they are heavily subsidized companies and are losing $$$ on their manufacturing operations. no wonder they are announcing production cutbacks. it'll be interesting to see if their competitors let them off the hook. regards

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