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Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Roland Ott who wrote (1458)	12/29/1997 10:15:00 AM
From: Terry	Read Replies (1) \| Respond to of 2389

Asia 7% Japan 18% versus XLNX's 4% Asia and 11% Japan and LSCC's 18% Asia and 9% Japan XLNX will be affected the least by the Asian mess

To: Roland Ott who wrote (1458)	12/29/1997 12:55:00 PM
From: Matthew	Respond to of 2389

Roland; The responses you have gotten to your Asian exposure questions are in line with what I have read. As mentioned, Altera has significant sales in Japan. I have always found that interesting as Japan is known for higher volume type products than you usually find using FPGAs and CPLDs. More than likely the consumption is in prototyping and early versions of products. If that is the case, effects should be minimized. It seems like most folks are focused on the demand side of the Asian situation - a potential drop in sales to the region. However, I think the bigger story is on the supply side - all the raw materials that come from Asia that will be lower in cost thus improving margins. Seems to me that the higher margins ON ALL SALES will be more beneficial than the single digit loss of top line sales will be detrimental. Altera does seem to be at an attractive level on a short and long term basis. I have a long standing long position in the stock. I also have recently wrote Feb 35 Puts @ $4. Looking for a quick profit on those when the market gets a lift early next year with the typical buying spurt and/or Asia situation stabilizes - which is happening even today. Regards, Matthew