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

To: Jerome who wrote (4874)2/17/1998 11:29:00 AM
From: TI2, TechInvestorToo  Read Replies (1) | Respond to of 10921
 
Does your analysis for SEA include Taiwan as similar to Korea and Japan? I thought Taiwan was more of a cash based business model. Any one with more insight on how Taiwan may be different then rest of SEA?
Thanks
TI2



To: Jerome who wrote (4874)2/17/1998 9:48:00 PM
From: William Nelson  Read Replies (1) | Respond to of 10921
 
One semi-equip company with little asian exposure is SVGI. Of course they have relatively small exposure to any market...

Anyway, maybe a good one to buy if you think asia may have done its
damage but aren't sure. It took a big hit with the rest of them in
the fall.


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