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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: DMaA who wrote (10535)	12/11/1997 2:44:00 PM
From: Moonray	Respond to of 22053

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%. briefing.com O~~~ O