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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 (5894)	6/17/1998 12:45:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 10921

It seems to me that if the yen strengthens, it will naturally push the book to bill up next month as even flat sales to Japan would appear greater due to currency conversions. Conversely, this months btb would seem to be actually higher if it were not for being calculated on what might be the lowest point for the yen. That being said, I really do not know how they build in corrections for currency changes into the btb. Perhaps that is where the moving average comes in. Also, looking at recent talk about TI selling DRAM assets, as well as possible sales from other companies, how much could we see new equipment purchases put off as there is a reshuffling of fab ownership? At the same time, it seems a bit strange that a company could buy a failing enterprise and get much of value out of the deal. It would seem that only investing in the leading edge would pay off. Does anybody think if the US is willing to come in to support the yen, they would also lower interest rates? Regards, Mark