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

To: Tito L. Nisperos Jr. who wrote (11105)	11/14/1997 8:02:00 PM
From: Scott Brooks	Read Replies (1) \| Respond to of 70976

Tito, What is the preferred strategy for selecting a time horizon? How far out of the money and in the future do you go and/or recommend? That is essentially the big hang up I have w/options - predicting direction, magnitude, and time. The only other options I am involved with are illiquid (equity in the privately held start up that I work for) and have never really given it much thought. Thanks for the help, Scott Brooks

To: Tito L. Nisperos Jr. who wrote (11105)	11/14/1997 9:30:00 PM
From: Gottfried	Read Replies (3) \| Respond to of 70976

Tito & ALL, Currency Woes no Crisis for Chip Gear Industry. says today's IBD on page A2... The financial crisis in Asia and Latin America will have little impact on the semiconductor equipment market, says Information Network, a Williamsburg, VA based research firm. Asian firms have fought furiously to gain market share in the memory chip market. Now, the industry is upgrading to more advanced chips. Asian firms must invest in new manufacturing systems or be left behind. Many Asian governments are funding fab construction. GM