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To: Scott Brooks who wrote (1332)12/5/1997 10:52:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 2946
 
Scott, RE: Your post on the Dongbu Group dropping plans to enter the semi- business.. What better news could there be? At least if you are interested in the U.S. manufacturers?!! MU becomes viable again..
Do you expect this to spread (More companies, more projects, broader range of semi - products?); If so, could be great for the sector!! dlo
OLE!



To: Scott Brooks who wrote (1332)12/7/1997 1:13:00 PM
From: LLCF  Read Replies (1) | Respond to of 2946
 
<Here is some bad news (I think)

S.Korea Dongbu Group delays chip investment>

I'm sure this is exactly the type of thing the market (semi-equips stocks) has been worried about in smashing these stocks. Once again the market has been correct in its worry! Maybe way overdone, but on the right track nonetheless. Well, at least they cancelled the order and didnt do what the Thai company did...take delivery and stiff everyone!

DAK


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