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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Shakush who wrote (10890)	12/3/1997 1:02:00 AM
From: Paul Dieterich	Respond to of 25960

Texas Instruments, for one, does not agree with Tom Kurlack: (Briefing.com) Texas Instruments (TXN) 47 5/16 -4 1/2: semiconductor/electronics maker says pricing pressure on chips is only a temporary problem. Expects pressure to continue over the next 2-3 months before recovering; believes that currency crisis in Asia will actually benefit the chip industry, as Korea cuts capacity; says concerns "misplaced" over impact of Asia crisis on the chip industry....

To: Shakush who wrote (10890)	12/4/1997 11:48:00 AM
From: Michael C Quesnel	Read Replies (1) \| Respond to of 25960

Hi Shakush, excellent post. You suggested: Rather than puking up my semi equips, I figure a better way to play the guaranteed reduction in SEA imports is to be short Choice Beef and feed grains and perhaps some food companies with significant regional exposure in the expectation the locals might feel compelled to modify their diet a little bit. Intriguing idea.... Do you have any particular food companies in mind? Who has "significant regional exposure"? Mike