Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Czechsinthemail who wrote (5858)	6/15/1998 1:21:00 PM
From: Kirk ©	Respond to of 10921

....wouldn't it make sense that the semi recovery might still go through Asia even though financed more by dollars than yen? I believe this has already happening. Didn't HP go to S. Korea with a pot of dollars and make a purchase? Also, HP and Chartered Semi in Singapore? regards Kirk out

To: Czechsinthemail who wrote (5858)	6/15/1998 3:23:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

That seems to me to be a very reasonable scenario. There is certainly joint-venture activity going on in the financial arena. Maybe we'll see Intel or MO or some of the smaller specialty chipmakers in joint ventures. If so it will be a bullish sign for the sector and might precipitate a recovery sooner than we're expecting. On the other hand, it's not going to do much about the loss of end-market in Asia for the chips themselves, but there's plenty enough demand for chips in other parts of the world to get this downturn in semi equipment prices at least up from where it is.