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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Alastair McIntosh who wrote (3915)	7/9/2002 11:42:34 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95487

>> lower US$ as helping U.S. corporations. Alastair , Oh, of course. Unfortunately it is the stocks of US companies that we're long on, not their products. But even this bit of silver lining is suspect, since so many of the manufactured products of US companies are actually made outside the US. For instance Western Digital, Maxtor and Seagate are US disk drive makers. Yet, 100% of their production is outside. So will they benefit from weaker dollar ? I doubt it. So I really don't know how much US companies benefit from lower dollar. For sure we import more than export. Let's see if this lop-sided relationship rectifies now that the dollar is cheaper. Sarmad