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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: TI2, TechInvestorToo who wrote (12003)	12/28/1997 2:28:00 AM
From: Angela	Read Replies (1) \| Respond to of 25960

TechInvestorToo -- Good comments on the S. Korean -- Taiwan situation. I try to watch Wall Street Week each Friday. I'm not familiar with any memory companies in Taiwan. One thing I have read is that many of the S. Korean memory companies were being loaned money to buy capital equipment while they were having financial problems -- banking that the equipment would bring them back on solid ground. Of course with the over-supply situation, it didn't work. I'm wondering how deep the IMF reforms will go, because I believe the IMF favors officially bankrupting companies that have been losing money for some time rather than trying to revive them. I'm just not sure how hard the IMF will push. If the field is thinned out a bit by bankruptcies, or if some S. Korean fabs miss a step or two (which they're likely to do), the memory chip business should become more profitable -- which has got to lure some semiconductor companies (with the means) into the market. Angela