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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (16854)	3/2/1998 8:03:00 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Aki, Since asia(excl Japan) accounts for ~22% of total chip consumption, your point is a moot one at best. What happens in the us, europe, and Japan is far more important. BK

To: akidron who wrote (16854)	3/2/1998 1:48:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 70976

aki - why in gods name to you think that in SEA its going to be over in a couple of months Like Brian I believe that the effect of the SEA crisis on the semi equ industry is likely to be over in a few months (orders inflection point in June or July.), but unlike him I suspect that Korea and Japan will no longer be the big customers. Instead it will be other manufacturers realizing that Korea et al. can't build (they talk big now, but lets see them get the capital), and end user demand is still growing. Therefore they will start to fill the void just as Korea did when Japan belly-flopped in the early 90's. Clark