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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (8012)	7/21/1999 7:19:00 AM
From: w0z	Respond to of 10921

The following is from Tokyo Electron's press release at siliconinvestor.com The 36-year-old company is gaining as many U.S. and Japanese chipmakers such as NEC Corp. and Toshiba Corp. are increasingly consigning production of many kinds of chips to low-cost makers in Taiwan, South Korea and elsewhere, to avoid the risks and costs involved in making chips themselves. I wonder if the sabre-rattling going on between Taiwan and China is giving any semi manufacturers pause before transferring more production to Taiwan? Has anyone thought about the consequences on the industry if hostilities were to actually break out? I'm not going to lose much more sleep over this than worrying about the effects of a large earthquake centered on Palo Alto but it is interesting to think about.