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

To: TI2, TechInvestorToo who wrote (4879)	2/18/1998 3:22:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

TI2 - So you believe that the multiple large fabs planned in Taiwan have funding that has scrutinized the business plan and therefore are more likely to be a sound business? If so, are these fabs still moving forward as planned? To date I have not seen one single story, or heard one single conference call that said 'Taiwanese company XYZ' has curtailed their expansion plans because of the crisis in SEA. However, having said that I would guess that in the short term (this Q and next?) they will not move agressively into the vacuum created by Korea and Japan for two reasons: 1) Their economy is bound to be somewhat affected by the problems in the rest of SEA just because of the close ties (trade et al) with the rest of the region. 2) They, like the rest of us, are waiting for the dust to settle. In uncertain times it is rare for people or companies to invest heavily in new capital items. However, when the dust does settle I would expect them to move very aggressively into any vacuum. But for the time being I would just expect them to continue as they originally planned before the SEA crisis hit. All JMO. Clark