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

To: Paul V. who wrote (19181)	5/7/1998 12:13:00 AM
From: jtechkid	Read Replies (2) \| Respond to of 70976

asia ,here we go again-also, talk about china devaluating their currency will absolutely kill the markets in asia which yes for the overall market is a small percentage of business but for semi's companies it represents a huge percentage of their revenues and their strong growth. amat does 58% of their business in asia as morgan stated strongly IMO the only hope will be the wild card will be japan which obviously not coming through at this point. watch the asian markets recently. the biggest negative on amat is most of the street is bullish which is a bad indicator in the semi group because when reality sets in you will see probably some downgrades. it will be scary if china devalues-good night