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

To: Teri Skogerboe who wrote (3713)12/11/1997 11:54:00 AM
From: Juniper  Read Replies (3) | Respond to of 10921
 
I'm interested what opinions people have about the Asian turmoil and
how it will affect semiequips short/long term. Short term, what is driving these currency devaluations and credit downgrades, and what will it take to stabilize?
Long term for semiequips I believe demand for chips is what matters. If one region slumps, another will pick up the slack, SO LONG as the demand is there. If Asian economies are hurt, worldwide demand and grwoth in demand will be reduced, but how much..?



To: Teri Skogerboe who wrote (3713)12/11/1997 9:07:00 PM
From: LLCF  Respond to of 10921
 
<The future of several multi-billion-dollar, high-tech projects has been thrown into doubt. >

Clearly worse than some had originally thought. Thanks for the great post.

DAK


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