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To: shane forbes who wrote (10236)2/26/1998 11:55:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 25814
 
Wiz... Look over the Valley -- no, I've tried that-- Wiz, the discounted Present Value of the future revenue stream ---nah, tried that one also... How about...Ya gotta have a couple of equipment makers to balance your portfolio?? How about: You gotta buy snow shovels in the summer :-)
Gad..well then ..if SE Asia is about 7% of the END market, and SOME portion of that market will get hit, then should the equipment suppliers go from $55 down to $28?.. (not actual numbers)...TSO