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

To: Jurgis Bekepuris who wrote (3537)	11/19/1997 5:45:00 PM
From: Investor2	Read Replies (1) \| Respond to of 10921

Thanks for your input. <eom>

To: Jurgis Bekepuris who wrote (3537)	11/23/1997 3:13:00 PM
From: Sam Citron	Read Replies (4) \| Respond to of 10921

RL, If the industry trade association is to be believed, Japan is playing its hand as usual in the no-limit poker game. semi.org Korea looks like a long term strategic player as well: semi.org Taiwan also unrelenting in building up its share of world IC market: semi.org These appear to be pretty strong and committed hands. I tend to doubt that current Asian financial and structural problems will cause much more than a hiccup, if that, in the long term semi equip demand situation. Now, if the industry can only convince us to get a new PC every 2.36 years... I guess the auto industry has seen this whole thing before. <g> SC