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To: lbs who wrote (12065)10/23/1997 3:50:00 PM
From: dougjn  Read Replies (2) | Respond to of 27012
 
If you were gonna pick anything most caluclated to be affected by further spotlight on asian weakness, AMAT would be high on list. Don't you think that Asian chip makers, ram, commodity chip makers in Korea, Taiwan might be under a little pressure? Or at least the market think so for a while?

Discretionary short purchase time cycle capital equipment supplying asia would not be my first choice while market finds its footing.

Bought some more drillers today. Went down w/everthing else, for who knows what reason?

Regards, Doug