Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jurgen who wrote (41987)	12/11/1997 2:01:00 PM
From: kash johal	Read Replies (1) of 186894

I think the ASIAN exposure of hi-tech companies is overplayed. NSM as an example just reported numbers a few days ago and beat estimates. Yet they do 34% of biz. in ASIA. Another example is TSMC Taiwans largest wafer fab, they just announced excellent profits in last few days. The reason is that manufacturers in Taiwan, China, HK, Korea etc. buy these components and then promptly export the end product to US, Europe etc. So due to ASIAN currency debacle these exporters will be even hungrier for foreign exchange so will cut prices and export more. In addition all semi's perform majority of packaging and test offshore so their costs will decrease. The only significant ASIAN semiconductor CONSUMER to worry about is Japan. If Japan falls we will have major problems. Now someone like Gucci on your list is a completely different animal. They will probably have major problems. I hope investors will dig deeper and attempt to understand what's going on than just sell those stocks on your list due to ASIAN exposure. Best Regards, Kash

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next