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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Lester e. who wrote (12863)	12/10/1997 7:44:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

A high U.S. Dollar makes U.S. products more expensive overseas. Isn't price somewhat irrelevant for AMAT specifically? Where else will the TSMC, Hyundai, Samsumg and the rest get their equipment? To my knowledge there are no local capital equipment producers in Korea or Taiwan for most of the products in AMAT's lineup. If the IMF forces stringent rules on the local banks I am hopeful that one of the US Banks can come up with some "creative" plans to allow Korea to finance their equipment purchases. One year may not on the surface appear significant, but in techdom you could wind up a non-player in that short time-span. INTC, MOT, TI are all going ahead with their plans of purchases(witness MOT's $3B plant last week which received surprisingly little coverage in the press), can Korea and Taiwan expect to remain viable players if they do not ante up in this game of "no limit poker"? My guess is they will not be willing to lose all they have built over the past several decades in what could be the most important sector of the 21st Century. KIM that the above is predicated upon a demand for IC's which does not crater due to recession in the asian region. If that happens, we are all in deep s*** Regards, Brian

To: Lester e. who wrote (12863)	12/10/1997 11:00:00 PM
From: Big Bucks	Respond to of 70976

Lester e. Well said, and accurately diagnosed, IMHO. Inevitably time is on our side as far as AMAT is concerned! You might also look at LRCX and NVLS at these prices. Good semi-equip companies that will do well over the next 1-3 years and together are about 25% of the equipment market. Regards, BB