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: Kevin Hay who wrote (7607)	1/25/1999 3:48:00 PM
From: Katherine Derbyshire	Read Replies (3) \| Respond to of 10921

I have heard nothing, zero, zilch regarding improved cap ex in Japan. Analysts (all of them Westerners, for whatever that's worth) are using phrases like "dismantling their high-tech industry" to describe the Japanese chip business. The thinking seems to be that Japan is culturally more able to withstand a deep depression than to implement the various recommended reforms. Equipment sales by Japanese suppliers are another question. These companies should rise with the rest of the equipment industry, since they've got reasonably good competitive positions outside Japan. Katherine