Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: MR. PANAMA (I am a PLAYER) who wrote (10246)	11/5/1997 12:15:00 AM
From: Gerald Walls	Respond to of 77400

Jeff, the average person in Asia cannot afford a phone yet...forget about a computer I heard some analyst saying that people were missing the boat when they predicted that they tech (and especially chip) companies would be hurt by the Asian currency crisis because the tech goods weren't imported for consumption but instead for assembling into export products. Of course the plunge in the currencies would have to hurt the assembly company's ability to by parts.

To: MR. PANAMA (I am a PLAYER) who wrote (10246)	11/5/1997 6:23:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 77400

Another point about Asia and CSCO: CSCO is not a consumer product. Its products are part of a company's/government's infrastructure--as fundamental as plumbing. So as Asia attempts to increase its exports in order to recover, network infrastructure will be required for global competition/trading. As Asia's governments, banks, and big companies are intertwined (see this week's Bus Week), they are likely to throw big bucks at whatever is percieved to help them recover. (IMHO, of course.)