Sector, I thought I'd post the Furman-Selz data with the
Prudential data and compare them to get a better feel for Asian exposure.
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Interesting data compiled by Furman-Selz about Company specific
Asia-Pacific exposure.
"We estimate the percentage of revenue on a current run rate basis
to be as shown for each of the companies in our coverage universe,
per geographic region according to Japan, Asia Pacific/ex-Japan,
(e.g., APAC/ex-Japan), and Total APAC.
Japan APAC/ex-Japan Total APAC
3Com 5 % 5 % 10 %
Ascend 13 % 5 % 18 %
Bay Networks 15 % 5 % 20 %
Cisco Systems 9 % 3 % 12 %
FORE Systems 10 % 5 % 15 %
Intel 9 % 19 % 28 %
LSI Logic 20 % 6 % 26 %
PMC-Sierra 5 % 5 % 10 %
Silicon Graphics 11 % 6 % 17 %
Sun Microsystems 12 % 7 % 19 %
Xircom 10 % 10 % 20 %"
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**Prudential networking/telecom report, Nov.17**
(a little messy, but I can't figure out how to straighten it out)
---- CHART ----
Co. Est. Asian Sales% Major Asian Countries Key Products
MOT 30% China (11%), Japan (7%) cell, paging, semis
NOK.A 25% China, Thailand cell handsets/infras
CSCO 15% Japan (10%) routers & switches
COMS <15% China, SE Asia NICS, switches, hubs
LU 10% Taiwan, Korea switches, cellular
BAY <10% Japan (<5%) switches, hubs
NT 5% China (<5%) switches, fiber muxes
FORE <5% Japan (2%) ATM switches |
