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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Creditman who wrote (896)11/26/1997 6:19:00 PM
From: jeffbas   of 2542
 
I have not read anywhere that Asia will have - no - impact. I believe that even Intel expects some. Most worldwide tech companies do about a quarter of their sales in Asia. If that quarter gets cut by say 20%
you have quite some headwind next year for them. Additionally, any general uncertainty affects psychology and multiples, until it is resolved. (If you like Tower, you might want to look at CY, where the CEO recently bought 100,000 shares at a slightly higher price and the company has instituted a buyback program.)
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