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

To: Scott Maxwell who wrote (3723)	12/11/1997 3:31:00 PM
From: Alan Siegal	Read Replies (1) \| Respond to of 10921

To all my dear long-term BLOOD brothers and sisters: Here we are again. I hope to be among the many here who will start unpacking the dry powder as we descend into the maelstrom. My question, however, isn't when the turnaround will come (nobody knows) but if there is any chance some of our favorites will starve to death before it happens. Is it time to begin counting cash in our beloved firms, comparing it to expenses, especially R&D, and estimating how long each company can survive given the upcoming famine? There is a chance that by the time the good times start to roll, science will have outstripped the technology and everybody will have to start anew. For example, what if, by the time things get back to business, all chips are bumped and nobody needs KLIC? What if technology demands all copper, .05mu, and 2-meter wafers!! Will our gang have invested in the R&D and gone broke, or have husbanded their resources and find themselves stuck with old technology? I don't suppose east asian banks will be dying to help any new companies set up shop, but their money isn't going to make buying U.S. goods very possible, will it? Love to hear from you all. -Alan