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To: Scott H. Davis who wrote (765)	9/28/1999 10:10:00 AM
From: John Kessinger	Read Replies (2) \| Respond to of 857

The revenues from the Chinese electronics firms make up a very, very small percentage of the overall picture, although they hope to grow it over time of course. Still, I don't think it's a substantial business/investment risk at this time. It would be like Microsoft getting stiffed from Somoa, well not quite, but you know I mean. Things are beginning to come together. We should see the share price pop within the next 4-6 weeks as more people gain an understanding of the Cetera potential. IMHO.