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Technology Stocks : p-com (pcms)
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To: Magnatizer who wrote (615)5/29/1998 11:02:00 PM
From: SteveG  Read Replies (1) of 1461
 
<..where did you get the 3-4% number?..>

From an analyst today who follows them pretty closely, but I may have mistaken a comment on *Taiwan* exposure of 3-4% for all of Asia. I'll get clarification next week. He DID say that there was no Korean exposure. And I don't think there is any Indian exposure, ala DMIC. I think Asia will continue to be a painful wildcard, and though we might get a short bounce, I think it entirely possible to buy PCMS in the 11-13 range. I would be willing to pay more, but suspect I may not have to...
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