ASND - longterm investors with short term worries Message Board

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Technology Stocks : ASND - longterm investors with short term worries

ASND 205.98

0.0%

Oct 29 3:59 PM EDT

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To: William Grady who wrote (29)	11/6/1997 12:55:00 AM
From: Jinfu Chen	Read Replies (2) of 67

>San Francisco Chronicle ran an article on the front page of their business section (I beleive it >was 11/03/97) showing percent of business received from asia for companies located in silicon >valley. Some of the ones I remember were : >RDRT............88% >AMAT............53% >KMAG............50% >KLAC.............50% >ASND............28% >LSI.................25% >NSM...............24% >HWP...............16% This is quite misleading. RDRT for example, supplies its products to disk drive manufactuers like Seagate who does most its manufacturing in the Far East. Even large percentage of the final products from Seagate are shipped to yet another Asian location for assemply into a PC by an American based company, the ultimate products are consumed mostly in US. If the Far East does experience slow down, like Malaysia slows building highrise, companies get hurt the most are not RDRT, but the consumer product companies like KO, PESI, and Flore.

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