Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Raj who wrote (15980)	12/28/1997 8:45:00 AM
From: Raj	Read Replies (1) \| Respond to of 50167

Intersting article on Korean bailout.. washingtonpost.com Raj

To: Raj who wrote (15980)	12/28/1997 1:47:00 PM
From: Sonki	Respond to of 50167

Raj, great to have perspective from some one who has been there and maybe done that. I agree w. pc vs server in Korea. Globally i think servers will bring in more revenues then pc. so stocks to buy would be those already in high end servers. MY QUESTION WAS RE: EQUIPMENT STOCKS ( AMAT NVLS) Even though their buisneess is in ASEA my guess is that they will be buying for e.g. 8" 12" wafer equipments since that gives them better productivity and they will be exporting chips to U.S. Not just for their own consumptions. So my guess is companies in equimpment making business might do better then computers PC? Any joe cheng in Korea can build a dell model but they can not come up w. intc chips or amat equipments? please correct my thiniking . btw: here is some data from frobes: Third-quarter 1997 global revenues by percent North Amer. Japan Asia-Pacific Europe Apple 53% 18% 6% 21% Compaq 58% 3% 6% 28% Dell 71% 4% 3% 22% Gateway 2000* 87% N/A 5% 8%