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To: Scott Brooks who wrote (1339)12/7/1997 10:11:00 PM
From: Duane L. Olson  Respond to of 2946
 
Scott, If the comparative advantage premise is valid, (see previous post), then the lack of Asian penetration is moot for the next couple of years... those guys in SEA aren't going to have the financing to spend on either buildings or equipemtn for the next couple of years, if we can believe the news stories. I'm watching for the best entry to pick up a few more shares. With a PE under 9 on projected year after next earnings, it is difficult to see a large downside.., wouldn't you agree? dlo