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To: Mary Cluney who wrote (41816)12/9/1997 11:42:00 AM
From: kash johal  Respond to of 186894
 
Most semiconductor comanies sell product to their off shore disti's in US dollars. So this asian contagion is way overplayed.

Japan, is the the only ASIAN market where semi- companies may be taking local currency.

So if the yen changes dramatically this could have an earnings effect, otherwise this is just bogus.

Best Regards,

Kash.



To: Mary Cluney who wrote (41816)12/9/1997 12:07:00 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
NSM/Cyrix report earnings this morning:

biz.yahoo.com

Cyrix doubled Media GX sales over prior quarter,,, and lost $17.8 million. Sell more, lose more, the Intel competitor's strategy.

John