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

To: Jacob Snyder who wrote (12472)	12/1/1997 8:13:00 AM
From: RoadWarrior	Respond to of 70976

To All: From theStreet.com this morning re-Asia and AMAT... Asia and Technology Bill Schaff Asian currency weakness and stock market declines will have little effect on technology company stocks. At least that's the opinion of Bill Schaff, the portfolio manager of the InformationTech 100 mutual fund, based in San Francisco. The impact will be felt over years, not months, he writes. He believes the growth in semiconductor sales may be reduced slightly by lower Asian demand, trending closer to 15% next year -- which he characterizes as "still quite healthy by any measurement." The only companies that will feel pain are those exposed heavily to Korean and emerging markets, he says. In the semiconductor equipment sector, the portfolio manager believes it's a stock picker's game. Applied Materials and KLA-Tencor will be survivors, and he also likes Cymer at its current price. More information can be found at: techweb.com Good trading, RoadWarrior