SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (13065)12/11/1997 11:47:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
GM,
fool.com
Excerpt:
Although they have not hit near absolute panic valuations,
the South Korean problems would have to kick off a major
slowdown across all semiconductor capital equipment product
lines to justify some of today's prices.


I think they only got it 1/2 right, they are forgetting the
economic problems/weakness in Japan and Taiwan that will also
potentially impact equipment sales, as-well-as, the impact the
deteriorating currencies in the Pac-rim countries will have
to American chip/equipment companies that sell there.
Oh well, nobody's perfectT 8^)

BB