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

To: Kirk Winkler who wrote (6117)	7/1/1998 12:28:00 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 10921

Kirk, You are correct. I did neglect to mention Taiwan (I was thinking of MU since it recently announced that it would begin selectively upgrading production facilities). And no, I don't feel "sorry" for the south koreans. They have been playing the subsidy game for awhile now and it was just a matter of time before that house of cards fell (although I am sure the IMF has not been able to completely stop the subsidy game). I think the Taiwanese have indeed a good chance of emerging from all of this as the premier players in the DRAM market. On reflection, I don't think MU is in the same league (financial health) as some of the Taiwanese manufacturers. regards