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To: f.simons who wrote (119980)11/30/2000 8:05:10 PM
From: Dan Spillane  Respond to of 186894
 
Look, the seeds of tight semi supply are being planted again! Anyone remember what happened in 1998, where the asian countries pulled back on semi capex...shortly after, semi prices went way up....

This looks like good news for semi stocks in the US...

"Some of Novellus' Korea customers have delayed (semi fab) orders until the first quarter and second quarter of next year."

cbs.marketwatch.com



To: f.simons who wrote (119980)12/1/2000 2:40:01 AM
From: tejek  Respond to of 186894
 
Lazio should demand a recount. No one seems to have voted for Hillary.

Frank,

Bill did and somehow she manipulated that one vote into a majority. Go figure! <g>

ted