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

To: Mason Barge who wrote (5381)	5/12/1998 9:33:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Mason, Do you not honestly believe that anyone who might read this thread isn't aware of SEA? Or do you believe that they must be driven from this thread by posters re-posting the same set of beliefs ad nauseam? No answers required, please. ... and a little story that pertains to the thread's subject. South Koreans to manufacture next-generation chips in 1999 May 12, 1998 Source: Nikkei America Demand Expected To Begin Rising For 256M DRAMs Major South Korean semiconductor makers will start turning out next-generation memories in 1999 in anticipation of growing demand. LG Semicon Co. has resumed construction of a plant in Wales in the U.K., with plans to begin production in mid-1999. Samsung Electronics Co. also plans to start production in early 1999 by remodeling an existing plant in South Korea. Hyundai Electronics Industries Co. aims to begin production in 1999 by completing a plant in Scotland. Although the South Korean economy has not recovered from its recent crisis, domestic manufacturers will concentrate investment on 256-megabit dynamic random-access memories (DRAMs) and expand exports on the strength of the weak won. Major Japanese chipmakers made plans in the summer of 1997 to build such chips in 1999. However, the economic downturn prompted most to put off plans for large-volume production of next-generation memories until at least 2000. But the moves of their South Korean rivals are expected to spur the Japanese companies into taking similar steps. Demand for 256M DRAMs is expected to begin increasing rapidly in 2001. The overall DRAM market for that year is projected to stand at about 58 billion dollars. LG Semicon will revamp the production lines at its Welsh plant, which was originally to turn out 64M DRAM chips, to make it a plant for 256M chips. A plant which can produce next-generation DRAMs costs around 150 billion yen (1.1 billion dollars) to build, about the same amount of money expected to go into the Welsh plant. Samsung has installed a facility for 0.18 micrometer processing at an existing 64M DRAM plant in South Korea, and has begun manufacturing 256M chips on a trial basis. The company has started shipping samples to personal-computer makers and aims to begin mass production as early as possible in 1999.

To: Mason Barge who wrote (5381)	5/12/1998 1:31:00 PM
From: McDuck	Read Replies (2) \| Respond to of 10921

Look, I was only trying to suggest that the asia crisis discussion has it's own venue. This thread about "BUY when blood is running in the streets". Many an SI topic has died by off topic discussion that drives off other subscribers

To: Mason Barge who wrote (5381)	5/12/1998 2:48:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Mason Re:A significant drop in the Dow, together with continued intransigence to economic reform in Japan and Korea, and political instability in Indonesia, would cause a huge additional retrenchment in every one of these stocks. You are stating the obvious. This thread is devoted to the discussion of what stocks to buy in the equipment universe. There are over 20,000 threads here at SI- plenty to discuss the ramifications of X or Y or Z scenario playing out in asia. Back to the subject at hand, BK