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

To: Sam Citron who wrote (3560)	11/23/1997 5:16:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 10921

Sam, thanks for the SEMI links! You said >>Now, if the industry can only convince us to get a new PC every 2.36 years...<< After keeping an older (486DX) PC for about 5 years and upgrading modem, HD and RAM, I have concluded that a new PC every 2.36 years is a good idea AND would probably save money. And since I'm an average guy, many others probably feel the same way. <g> GM

To: Sam Citron who wrote (3560)	11/24/1997 11:48:00 AM
From: LLCF	Read Replies (1) \| Respond to of 10921

<Korea looks like a long term strategic player as well:> Did anyone read on thursday or Friday that a Korean Fab was put on hold due to lack of financing domestic OR international?? DAK

To: Sam Citron who wrote (3560)	11/24/1997 2:44:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 10921

Sam, Agreed. I was referring to disk drive industry as yet another "no-limit poker" industry. I totally agree that DRAM and chip industries are no-limit poker games. Conclusion: I'd be very cautious in getting into any disk drive companies. Good luck Raimondas