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

To: LemurHouse who wrote (7087)	10/7/1998 12:56:00 PM
From: Mark Oliver	Respond to of 10921

Selectively, there are companies that have Japanese and European competition and they've had pressure on ASP's due to selling against equipment priced in Yen. It would seem that if the dollar corrects by 10 to 15% and holds, it would make a difference. Sure, we need to see overall demand go up through generally improved conditions, but many equipment companies are not dependent on new fabs and it would seem that consumables would be in a stronger position. At some point, this change in currency must have an impact even though if it won't be across the board. Regards, Mark