GSCN - General Scanning Message Board

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Technology Stocks : GSCN - General Scanning

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To: Ed Frye who wrote (88)	2/4/1998 1:57:00 PM
From: satish kamat	Read Replies (1) of 167

Thread: CC replay 800-633-8284 Code 3679421 available only betw. 1-5 today. Also talked to Ms. Fran Crecco. Very helpful. Apparently, asian exposure (27%) was mostly responsible to nov.-dec. slide. My comments: [1] CC very positive. we may see few more reiteration of strong buy, possibly some upgrades (we may see some accumulation before this - analysts have to make some money for their customers) . Very upbeat. [2] Asian Exposure: 27% SEA - Japan -18% Koria 2% and Taiwan 3% [3] Shift from semiconductor to more balanced (semis, medical, etc.) DRAM is only 4%. Street seems to lump it as semi. More to follow.

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