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.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (10240)	2/27/1998 12:19:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Wiz, of course your are right.. SE Asia is 20%.. But the AFFECTED countries are 7%... I should have clarified. Of your other points, the capital shortage is the most telling, and the most critical. So far, there is a deficit in capital for the semi's of between $7Bil and $10Billion..to the best of my understanding. But there are linkups between some capital rich US companies, and there are some subsidiary sales by the Koreans..and maybe the banks will relent a little.. if you saw Small Fry's article...they HAVE to find the money somehow..and it will be TOUGH. Lenders will want to see a "Decent Profit Prospect" before handing over multi-billions... So..buy MU and TXN? Or AMAT, NVLS, the instrument guys, GSNX, etc? There have to be some benefits as well as problems out of the SE Asian difficulties, IMHO.. And a lot of those stocks, frankly, just looked like bargains.. BTW, even my APM crawled up out of the sewage pit today!! TSO