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Technology Stocks : Compaq
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To: Luc Glinas who wrote (26222)5/16/1998 8:13:00 PM
From: TimD   of 97611
 
I can't think of any box maker that has a big dependence on
Indonesia. Most PC mfrs, except for maybe HP or IBM, don't even have a subsidiary there, they work through distribution. The recent rioting isn't going to effect things as much as the currency devaluation did last fall. PCs are now three times more expensive in local currency.

If you are looking for a market play related to the social unrest consider some of the industries affected by the commodities that Indonesia exports.
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