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Technology Stocks : Cymer (CYMI)
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To: Shakush who wrote (10890)12/4/1997 11:48:00 AM
From: Michael C Quesnel  Read Replies (1) of 25960
 
Hi Shakush, excellent post. You suggested:

Rather than puking up my semi equips, I figure
a better way to play the guaranteed reduction in
SEA imports is to be short Choice Beef and feed
grains and perhaps some food companies with
significant regional exposure in the expectation
the locals might feel compelled to modify their
diet a little bit.

Intriguing idea.... Do you have any particular
food companies in mind? Who has "significant
regional exposure"?

Mike
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