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To: Michael Grosz who wrote (8300)12/11/1997 1:47:00 PM
From: polarisnh  Read Replies (1) | Respond to of 25814
 
I stole this from the ASND thread.

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




To: Michael Grosz who wrote (8300)12/11/1997 2:15:00 PM
From: Duane L. Olson  Respond to of 25814
 
Michael... And which way were you betting?... <g> dlo



To: Michael Grosz who wrote (8300)12/11/1997 2:18:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
PS. Shane, cheer up.

Better than tears... Besides it's only a game. There's only one thing - winning to badly quote Vince. Even if I go bankrupt I have to beat the Penumbriatic Symbiotic Lion-O-Ramas...

Heh heh! So you thought it was 9 .... hmmmm... I was wont to 91 mid next year but I'm just cixelysd... :-)



To: Michael Grosz who wrote (8300)12/11/1997 8:32:00 PM
From: E. Graphs  Read Replies (1) | Respond to of 25814
 
Michael,

What are you saying?????? Helwp.....our soldiers are dropping like flies!!!!

Hey, but it hardly matters. They'll never win. We even gave them the shot at 19 which was extremely generous seeing as 18 was the real number. Technically 18 would have meant a failed stock whereas 27 would prove a very successful breakout. (19 was just the bottom of the lousy range......no meaning whatsoever to that number.....blah.....boring......blurk!) However, we gave it to them on a silver nacho platter and they still can't do it!

Cheers to all the SLC members. We've been staying cool in HELL!

E