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To: DJBEINO who wrote (23486)11/3/1997 10:31:00 PM
From: DJBEINO  Respond to of 53903
 
Here is the first sign

15:24 [ASMLF] ASM LITHOGRAPHY SEES DRAM MAKERS CUTTING SPENDING IN '98.



To: DJBEINO who wrote (23486)11/3/1997 11:10:00 PM
From: MR. PANAMA (I am a PLAYER)  Read Replies (1) | Respond to of 53903
 
DJBEINO..thanks the PRESS seems to only have focused on the negatives..TXN stated the other day that the currency suprise will be a positive...this I expect will be the case for many others and we may well see upward surprises in the coming qtrs when these get translated down the chain....these chips are denominated in US $$$ but the costs are in the weaker currencies.....hahahahaha.THE REAPER REAPS WHEN OTHERS ARE GRIM...


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