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Gold/Mining/Energy : MOSAID Technologies Inc.

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To: Conky Lives! who wrote (51)	11/2/1997 11:39:00 PM
From: Serge Collins	Read Replies (1) of 219

Leon; Read the article by Eric Savitz in this week's Barron's. The president of VLSI Research, a firm that tracks the semiconductor-equipment industry, gives his view of the Asian situation. Basically, he claims the effect on the industry will be minimal and the sell-off presents an excellent buying opportunity. His firm is very well regarded and they have done a thorough analysis of the situation. I'm comfortable with their opinion of what is happening in Asia. I would recommend reading the article to get their professional opinion.

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