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

To: Steve Patterson who wrote (5256)	5/4/1998 3:26:00 PM
From: Ian@SI	Respond to of 10921

Steve, I could believe in most of your theory except: ...the SE Asians will buy whatever they can locally... . Capital cost of the equipment relative to the value to the product produced is insignificant for the most part. Cost of Ownership / productivity considerations are paramount, not just the original purchase price. I don't believe any chipmaker whether in S.Korea or elsewhere will knowingly make its fab non competitive in order to save a few million on equiping it. JMHO, Ian.

To: Steve Patterson who wrote (5256)	5/4/1998 7:20:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 10921

Re: their currencies, not being devalued, are more likely to buy US semi equipment, whereas the SE Asians will buy whatever they can locally, from other countries with devalued currency. I am not sure I am reading this correctly. SEA really has no equipment cos. from whom to purchase equipment, outside of Tokyo Electron et al so it is impossible for them to buy locally, even if they wanted to. Please correct me if I am misinterpreting your hypothesis. BK