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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (29478)	11/25/1997 9:03:00 AM
From: Jerry Olson	Respond to of 58727

Good Morning Jimmy No, but I sure like Mikey DELL, he will simply put a bottom in the techs...The current crisis thruout Asia will actually have a BIG effect on their bottom line... Devalued currencies will make for cheaper parts costs for any Co. doing business in the region...And that means the savings will go directly to the bottom line of each co... Nice Jimmy, very nice...KLIC 80% of their biz and suppliers are there..AMAT--CPQ-DELL etc etc...Just think of who has this potential profit source...What you lose in sales there, you pick up in the lower cost of the parts you buy from there... When this straigthens out shortly WOOO WOO