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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 (5266)	5/5/1998 1:48:00 AM
From: Steve Patterson	Respond to of 10921

Possibly this was sloppy terminology; I was lumping Japan in with the rest of the SE Asian region. Steve

To: Steve Patterson who wrote (5266)	5/5/1998 12:20:00 PM
From: HB	Respond to of 10921

Hitachi? Daifuku in automation... etc... I think the high dollar is a significant negative for US equipment companies, although Japanese troubles may make for some difficulty for Japanese companies to keep up adequate R&D. Didn't Ian post something awhile back metnioning a huge (year-over-year? quarter to quarter?) rise in Japanese semi equipment sales? I would assume this will be an important factor, until the dollar weakens. It is true, however, that with an increasing fraction of spending done by non-Asian manufacturers (especially with Japanese cutbacks), one might expect an offsetting tendency to purchase more US equipment (I'm guessing the Japanese tend to purchase their own equipment somewhat more than we do; maybe this holds true for other Asian cos.) I seem to recall US companies having about half the world semi equipment market, but that's just an unreliable memory. HB