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To: Road Walker who wrote (41977)	12/11/1997 12:53:00 PM
From: gnuman	Respond to of 186894

Home PC penetration 43% this year, up from 35% in '96, driven by sub $1000 pc's. Looks like the new lo price strategy is working. news.com

To: Road Walker who wrote (41977)	12/11/1997 1:41:00 PM
From: Jurgen	Read Replies (2) \| Respond to of 186894

HIGH ASIAN EXPOSURE: Now that the Wall Street mainstream considers the Asia situation a major problem (even though many of our readers don't yet agree), maybe the clearing out of some of the deadweight in tech may now truly get underway. So, for those of you looking to short the s@!^ out stocks with high exposure to Asia, here is a list of companies that derive a large percentage of their revenues and operating profits from the region, as published recently in Barron's. The list is in order of largest percentage of revenues derived from Asia: Aflac (AFL) 84% (revenues), 91% (op. profits); Applied Materials (AMAT) 53%, 57%; KLA-Tencor (KLAC) 57%, 61%; Ericsson (ERICY) 45%, 49%; Gucci (GUC) 43%, 44%; Atmel Corp. (ATML) 41%, 41%; Union Texas Petroleum (UTH) 40%; 56%; American Int'l Group (AIG) 38%, 38%; National Semiconductor (NSM) 34%, 34%; Intel Corp. (INTC) 30%, 11%; Reading & Bates (RB) 29%;, 30%; Ascend Communications (ASND) 28%, 28%; Motorola (MOT) 28%, 28%; Lattice Semiconductor (LSCC) 26%, 26%; Boeing (BA) 25%, 25%; LSI Logic (LSI) 25%, 25%. from briefing.com