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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?

To: DZOO who wrote (459)	7/8/1998 2:54:00 AM
From: yellowsubmarine	Read Replies (1) \| Respond to of 42483

Due to asia turmoil ASMLF has dived steeply. However, I cannot imagine that the long term growth rate in manufacturing of semis would be significantly influenced by asian problems, as SE Asia accounts for only 12% of worldmarket semis. Therefore any delays in investments in production equipment will eventually result in additional demand. Long term growth rate for ASMLF (30%+)has not changed in my opinion. So for long term investors (2-5 years) I would suggest that ASMLF is now a strong buy. Better to buy at $30 now than at $50 some months ago.