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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: james gheith who wrote (10902)	11/12/1997 11:38:00 PM
From: Analog Kid	Respond to of 70976

Since it is quite obvious by now that all our personal fortunes are regretably tied to the asian currency dilema, my question is now this....... What sort of announcement/event must take place in that country to stabilize or boost confidence back to that region? Or is this a situation that will correct or just be forgotten with time?

To: james gheith who wrote (10902)	11/12/1997 11:38:00 PM
From: KS	Read Replies (1) \| Respond to of 70976

James, Thanks for the Hang Seng update. I show that as of 23:30 +160.25!! ckeck out bloomberg.com Does this match your current info? TIA Kay

To: james gheith who wrote (10902)	11/12/1997 11:43:00 PM
From: Lou Cifer	Read Replies (1) \| Respond to of 70976

My broker at Paine Webber let me listen to G.Miller's conference call on tech stocks today.He was very bullish saying that we could have a bumpy ride in the next few days;he says that the semiconductor industry is now in a recovery stage and business looks great.He picks AMAT,TER and KLAC as his top picks among the semis.He says that AMAT will have a good qtr.and recommends buy for investors with a 6-12 month outlook with a target of $46.Also Goldman Sachs likes AMAT in the semiconductor group and is very bullish on techs saying this problem is short-lived