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Technology Stocks : Oak Technology (OAKT)
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To: gregor who wrote (3617)11/20/1997 5:18:00 PM
From: Dan Spillane  Read Replies (2) of 4335
 
Just out, the AMAT (Applied Materials) results seem to indicate strong demand continues in the semi chain, despite Asian unrest. Considering end-demand is primarily in the US and Europe for products which use semis, this makes sense.

I can't really see a reason at this point to continue thinking OAKT is severely damaged by the Asian situation. In fact, cheaper (in US$)Asian factory assembly for electronics could reduce end-prices in the US and Europe, and effect an increase in demand.

Dan
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