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To: DJBEINO who wrote (27722)2/3/1998 10:20:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>"They are sticking by their original investment plans and have, at the behest
of the Korean government, launched a massive export campaign to export
even more semiconductors in 1998 than they did in 1997," Appleton
maintained. <<

oh, so the koreans are increasing supply. the taiwanese are spending $80 billion. mu is ramping up. japan is probably doing the same. we have 64 mb crossover which will add 200% capacity.

and ya'll want to pay and infinity pe for a bet that uncle sugar cuts korea's production. not good odds, imho...



To: DJBEINO who wrote (27722)2/4/1998 1:16:00 AM
From: MR. PANAMA (I am a PLAYER)  Respond to of 53903
 
Awful lot of new folks on thread...guess 43 million shorts are climbing up the wall...MB are U responsible...have not visited that part of world lately to have pattern recognition....



To: DJBEINO who wrote (27722)2/4/1998 11:34:00 AM
From: Kerry Phineas  Respond to of 53903
 
DJB, they have to export their way out of the hole; their devalued currency is going to give them an opportunity to meet their debt demands iff they increase exports considerably. It counters their inability to borrow. SA should ready The Alchemy of Finance.