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

To: semi2000 who wrote (4094)	12/23/1997 12:12:00 PM
From: Proud_Infidel	Respond to of 10921

Sudhir, IMHO, if AMAT or another chip or equipment co. decides to be a larger presence in South Korea, they'll probably buy one of the ailing makers rather than bulid a plant from scratch. This has two advantages. First, as you stated many of the assets are trading 50% below what they were not too long ago. Secondly, I don't know if it would make sense to enter the market and leave all of that capacity online. Even if demand remains constant, supply just grew so any cost benfits derived may be for nought. Ian, I agree 100% with your idea that the SOX is poised for a significant run from here. The only question in my mind is whether it will happen in Jan. or May. Regards, Brian

To: semi2000 who wrote (4094)	12/23/1997 11:26:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 10921

Sudhir, .Given this situation, I wouldn't be surprised to see big US companies opening branches and start taking advantage of this situation. What is your opinion? After all capital will flow where profits are and internal problems have not much bearing on foreign companies operation. Looking forward to your thoughts?< What are the Korea national laws and international laws? What probability is there that some major world wide corporation picking up some extremely valuable property at a fire side sale, figurely speaking, on the courhouse steps. If so, what companies could step up and perform the transaction.? What are some potential problems facing such a strategy? Just thinking out loud. Paul V. International and corporate lawyers here is your chance to help us out Just some additional