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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: jeff wheatley who wrote (29408)1/5/1998 12:37:00 PM
From: vegetarian  Read Replies (1) | Respond to of 61433
 
>>What I don't understand is how the earnings from companies with significant Asian exposure will escape this quarter unscathed. <<

Beats me, in some cases XLNX MOT the expectation for this Q is even higher than last Q (which they failed to meet).
I think they are providing a good opportunity to sell.
The madness, of course, can go on for a while.
Probably a good idea to buy puts on those with huge Asian exposure.



To: jeff wheatley who wrote (29408)1/5/1998 9:12:00 PM
From: pass pass  Respond to of 61433
 
For those who manufacture their products in Asia and then sell them elsewhere, the currency crisis actually helps them. This is the point Michael Dell made, he said he could make PCs even cheaper now.


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