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To: Rational who wrote (6707)	12/13/1997 10:11:00 PM
From: Rob S.	Respond to of 9124

Thanks for your insight. Yes, this makes good sense of the situation. This short-term problem for US companies will turn positive in the longer term. My in-expert guess is that it will take about three to six months for most of the risk to US companies to be played out and for prices to begin mending significantly. The media maybe thinks that the COC equation is too complex to get into a 3 minute blurb on the evening news. Besides, it is not alarming enough to talk about economic details except on Public Access TV. I think this thrashing of the semi and some computer peripherals sectors will create some great opportunities because it is so much of a dramatic and emotional issue. Once things quiet down and start moving up it may become topical for the media to discuss COC and other factors of the Asian crisis and how some US companies have received long-term benefits from the economic restructuring. Within a year we will probably see another stock market cycle in which the tech stocks are again in favor, analysts are touting incredible earnings estimates and sky high prospects and people on SI, Yahoo! and other threads are selling their homes to buy into stocks that trade at astronomical valuations while the insiders are selling every stock they own!