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Gold/Mining/Energy : MOSAID Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Conky Lives! who wrote (51)	11/1/1997 7:00:00 PM
From: Jim Lang	Respond to of 219

Leon, Glad to see someone is still interested in MSD!! I have to admit that I have not followed MSD as closely as I should have, as my position is quite small. However, I closely follow the CYMI thread, and there have been considerable discussions there regarding the impact of currency problems on semi-equipment suppliers. My impression of the general consensus is that the semi fabs in Asia cannot afford to discontinue upgrading to next generation chips (and therefore testing equip, etc.) as the business is too fast moving. The migration to smaller and faster chips MUST continue and little slow down could be tolerated. There may be pricing pressures, however, on the equipment suppliers to maintain the flow of orders for the short to intermediate term. I do not think that this should affect either top or bottom line growth for MSD substantially. However, stock price has certainly suffered lately as the semi industry is not in favour with the Street. Good trading, Jim L.

To: Conky Lives! who wrote (51)	11/2/1997 11:39:00 PM
From: Serge Collins	Read Replies (1) \| Respond to of 219

Leon; Read the article by Eric Savitz in this week's Barron's. The president of VLSI Research, a firm that tracks the semiconductor-equipment industry, gives his view of the Asian situation. Basically, he claims the effect on the industry will be minimal and the sell-off presents an excellent buying opportunity. His firm is very well regarded and they have done a thorough analysis of the situation. I'm comfortable with their opinion of what is happening in Asia. I would recommend reading the article to get their professional opinion.