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


To: Joseph Beltran who wrote (5290)5/5/1998 6:06:00 PM
From: Proud_Infidel  Respond to of 10921
 
Re:Korea situation is getting worse because of upcoming massive amount of corporate debt coming due

I submit a post from Ian:

exchange2000.com

Re:. Indonesia is critical.

I am curious. As a %, what type of market share does Indonesia have in IC's of any kind?

BK



To: Joseph Beltran who wrote (5290)5/5/1998 6:28:00 PM
From: Clarksterh  Read Replies (1) | Respond to of 10921
 
Joe - I agree Japan isn't likely to recover anytime soon, but they may not crash either - they've avoided it for 7 or 8 years, why not another year or two? Given that, the impact of SEA on the equipment makers is transitory since SEA, excluding Japan, is only a small percentage of final demand for semi-conductors. JMO.

Clark