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

To: Czechsinthemail who wrote (5818)	6/12/1998 3:51:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

>>I'm wondering about the net effect of falling Asian currencies. While on one hand it makes it harder for Asian countries to buy semi-equipment, it makes it cheaper for them to sell it. I've been thinking about this in response to the ASMLF announcement. It occurs to me that Nikon and Canon may see relatively better sales at ASMLF because of a falling yen.<< See news.semiconductoronline.com Part of the problem is that many Nikon and Canon customers are in SEA, too, so the weak economy constrains their ability to build fabs. Since ASMLF has essentially no market share in Japan, for instance, weakness there has a much bigger impact on demand for Nikon and Canon. And part of the problem is that many expenditures (raw materials, overseas sales forces, etc.) are in dollars, so a weakening yen inflates costs. Katherine