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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (419)	5/26/1998 10:34:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 2025

Yogi, thank you for the links. I read both articles and would like to comment on the Indonesia story first. Excerpt: As of Monday, all three of the area's high-tech shopping centers remained closed, said Junaidi Aris, an analyst for market-research firm IDC Asia/Pacific Ltd. in Jakarta. Mr. Susanto estimates that equipment valued at $2 million was destroyed when his nearby warehouse was gutted. "It's all just dust now," he says. < A setback of a few months. I sincerely hope they had insurance. This isn't going to kick Indonesia back into the stone age. The China article says... the government-run companies that represent China's heavyweight PC buyers went on tech diets in the first quarter. Those companies are waiting for the dust to settle around a sweeping restructuring of the government, including the merger of three separate ministries into one Ministry of Information Industry.< Looks like demand delayed to me. I expect little positive movement of semi stocks for the rest of the year anyway. I sure hope investors panic when the WSJ print edition hits the streets. Can you tell I kept some cash around this time? <vbG> Regards GM