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To: Glenn D. Rudolph who wrote (62727)	6/15/1999 8:19:00 PM
From: GST	Respond to of 164684

Glenn -- computers make up the hottest product category for consumption in Japan. A 100% one year tax ammortization plan and y2k requirements led to a big surge in purchases that are not expected to be sustainable. I don't know about the US market, but suspect that we are near the peak for computer sales. Other kinds of devices are gaining in popularity -- especially handheld and portable computer/communication devices for simple email and internet access. This is where the growth will come from. Computer manufacturers are in trouble IMO. But TXN and LSI will probably do ok.