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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 (6248)	7/10/1998 9:56:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Taiwan is giving out similar information to SEMI. Today they announced that chip demand fell off 19% in June and they don't expect a recovery until September, at the earliest. Most analysts say that Taiwan is going to start feeling the pinch if September doesn't see some demand. On the other hand, there's a lot of interest in PC hardware, and a general feeling that there will be some growth coming back in the fall. TSMC said last month it would cut planned capital spending in 1998 by 30%. Macronix International Co. followed last week, saying it would spend only about NT$3 billion on new investments, down from an originally planned NT$11 billion.