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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.06+0.6%12:59 PM EST
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To: Jess Beltz who wrote (4852)2/16/1998 9:54:00 AM
From: Mason Barge  Read Replies (1) of 10921
 
Jess and all: Let me suggest something, so that you can use the expertise you've gained in this sector. I agree about the dangers in Indonesia, although I don't think that it's a done deal at this point. But a scenario in which populist leaders (30 years ago they would have been commies, now they'll no doubt be Muslim clerics) rise up to wrest the government from Suharno, including a very possible division of the country, and a protracted period of either civil war or gradual growth (such as is occurring in Iran right now), looks very possible. In any case, the debt would be repaid 0 cents on the dollar.

So, my suggestion: pick some stocks in the sector with no exposure to the area, and buy them, but balance your purchase with short sales for securities with a lot of exposure. TER for instance is a great defensive pick, because of its large business not only in Europe, but in other fields than semiconductor manufacture, such as telecommunication devices.
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