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

To: Jerry Olson who wrote (3344)	11/9/1997 8:35:00 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 10921

Options Jerry, RE: "I'd be curious as to your feelings on the semi-equip makers with ties to Asia..." I don't believe the financial problems in Asia will cause breakdowns in the social fabric of the countries involved. Under this assumption, I believe that investment in Asian fabs will be based on the worldwide chip market and not on the local economy. Consequently, any slowdown caused by the problems in Asia will not be resricted to or more severe for semi-equip companies with ties to Asian fabs. Cary