Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

+1.1%

Dec 19 9:30 AM EST

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To: Proud_Infidel who wrote (12787)	12/8/1997 8:13:00 PM
From: nnillionaire	Read Replies (1) of 70976

I really wish the 'street' had not coined the phrase "asian contagion" as it tends to cast a shadow on any company doing business in those Asian countries. My company, a (relatively high tech) process controls company (yep, folks, PCs are used in manufacturing plants, too) is well ahead of last year in our Asian sales and backorders since the 'contagion' started. Those Asian customers realize that they must invest in the state-of-the-art machinery and equipment, in order to be competitive in the world market. Oh, and by the way, most of my machinery goes into the aluminum, zinc, and magnesium die casting industry... Certainly not a bastion of technology zelots. Some US based stocks may be hurt by the Asian developments. But many are prospering nicely. Based on my own experiences, I believe the AMAT and CPQ management guidence to analysts when they say to disregard the 'asian contagion'. Good Investing

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