SI
SI
discoversearch

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 : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?


To: j g cordes who wrote (1461)3/8/1998 2:47:00 PM
From: FJB  Read Replies (1) | Respond to of 2946
 
RE:what percentage of Korean sales are at risk if financing isn't met? What is the current word on the street regarding their success or not, and what dates are we looking at for answers to these questions?

My GUESS is that maybe half of their Korean backlog could be at risk. The street thinks the financing will be there. They will probably address these questions at any analyst conferences and MSDW is holding one beginning Monday.

Here is a Lehman report with info about Korean % of backlog:
Message 3260280

Bob