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Pastimes : Ask Mohan about the Market

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To: Joan Osland Graffius who wrote (14695)	3/7/1998 11:02:00 AM
From: Zeev Hed	Read Replies (2) of 18056

Joan, I think that CPQ problem is not just domestic corporate demand drying up, but SEA demand dying. I believe they have been more successful than DELL in penetrating the Japanese and SEA markets, and these are in trouble. As for Japan, if they do not find a way to increase consumer demand domestically, they are going to plunge themselves and possibly the rest of the world into one nasty recession, and domestically, it could be even worse than just a recession. In Indonesia and Malaysia it could very well be a depression (GDP declining by 10% or more year over year). We will not know the true story in Japan until the beginning of April, since they are going to do whatever they believe is necessary to keep the Nikkei from dropping below 16,000 IMHO, until then. Zeev

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