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To: Sam Citron who wrote (3231)10/31/1997 10:57:00 AM
From: w0z  Read Replies (2) | Respond to of 10921
 
Sam, you sound like you're trying to talk yourself back into the market! Here is one of the more rational analyses I've seen in over a week regarding the Asian debacle:

exchange2000.com

I tried to say something similar a week ago but the above does it much more eloquently:

exchange2000.com



To: Sam Citron who wrote (3231)10/31/1997 10:58:00 AM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Sam,

The list that you gave adds up to about $21B of which I estimate that $15B would be for Equipment. This and the "infilling" is a nice stimulus to growth for "our" companies.

Is the information re new fabs available on a regular basis via the Web?

Thanks,

Ian.


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