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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (19031)	4/28/1998 5:40:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

While I was away, I hope someone posted TSMC's earnings: biz.yahoo.com MSFT also had a spectacular qtr. BTW, I am going to stop using MSFT as an example of overvaluation. How do you value a company w/ NM's of 35%???? Impressive is an understatement. Things don't look all too bad considering we are currently in the midst of the effects from the asian contagion. What will the SOX do a year from now when the Korean cos. once again get access to capital? Brian