Stock Swap 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 : Stock Swap

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Vance who wrote (15928)	12/1/1998 2:08:00 PM
From: Czechsinthemail	Read Replies (1) of 17305

AV, Thanks for your thoughts on the Japanese economic situation. As far as the Japanese economy getting worse, keep in mind that this might be a good thing. This will teach them a valuable lesson and prevent future occurrences. With that said, their problems are going to be a boon for the US IC producers as well as the European and Taiwanese producers. The hit to the equipment sector may sting for awhile and it might push out my timetable for the recovery, but it might be well worth it. I'm not convinced that weakness in Japan will translate to strength elsewhere. For one thing, Japan is the most important market for other Asian economies. If the Japanese market continues to contract in a recession, it will shrink the overall market and intensify competition for pieces of a smaller pie. The result is likely to be thinner margins and lower profitability. AMAT, NVLS and some of the other semi equip companies seem to be taking it in the shorts today while NASDAQ is up significantly. We may be seeing take the money and run time. Baird

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next