Silicon Investor (SI) -- The First Internet Community

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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Chi-X who wrote (9428)	10/24/1997 12:56:00 PM
From: BOGEY	Respond to of 70976

Not semiconductors, semiconductor equipment

To: Chi-X who wrote (9428)	10/24/1997 1:16:00 PM
From: jim shiau	Read Replies (1) \| Respond to of 70976

>CNBC JOE KERNEN SAYS 54% OF ORDERS ON SEMICONDUCTORS ARE FROM FAR EAST. Joe Kernen and Bill Griffith were discussing the semiconductors and noting price depreciation in stocks like AMAT and TXN around 12:45 pm EST. I don't think they know what are they talking about. The currency devaluation has two effects, first is making import more expensive, and second is making export more profitable, and those countries, including Japan, Taiwan, Korean, Singaope, etc, are export oriented. So, I think they can afford to spent a little bit more on equip, but make more profit on goods which will export to US. Jim S.