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

To: Q. who wrote (3228)	10/31/1997 10:08:00 AM
From: Toby	Respond to of 10921

Don't leave Korea out of your argument though...

To: Q. who wrote (3228)	10/31/1997 10:28:00 AM
From: Sam Citron	Respond to of 10921

John, Good point. True that Taiwan has huge forex reserves (like HK), but Taiwan gov't did not support Taiwan $ and it took a 10% haircut. Korean won also weaker. Nothing like the 4 worst hit currencies you mentioned, in spite of ASEAN linkages. See The Economist (last page, Emerging Market Indicators section) and Far Eastern Economic Review for recent currency changes. Bloomberg has good day to day data on currencies. SC

To: Q. who wrote (3228)	10/31/1997 10:42:00 AM
From: Sam Citron	Read Replies (2) \| Respond to of 10921

Thirteen $1.5 Billion-Plus Fabs Construction Plans, 1997-1999 Cost Company Location Year (Billions) Advanced Micro Devices Dresden, Germany 1999 $1.5 Advanced Semiconductor Mfg. Shanghai, China 1998 $1.8 Hyundai Dunfermline, Scotland 1998 $1.7 Intel Leixlip, Ireland 1998 $1.5 Intel Kiryat Gat, Israel 1998 $1.6 LG Semicon Newport, Wales 1998 $1.6 LG Semicon Chongju, South Korea 1998 $1.6 Motorola West Creek, VA 1999 $1.5 NEC Electronics Kumamoto, Japan 1999 $1.5 Samsung Kiheung, South Korea 1998 $1.5 Texas Instruments Avezano, Italy 1999 $1.5 Texas Instruments Dallas, TX 1997 $1.6 White Oak Semiconductor(*) Richmond, VA 1998 $1.5