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To: TWC who wrote (2111)11/12/1997 8:44:00 PM
From: Ken Ridge  Respond to of 2326
 
ANET looks very attractive under $9/share, but I haven't seen much discussion on overseas exposure. Annual report (ending 6/30/96) shows the following sales by area:

North America $ 12.4 million
Latin America $ 18.9 million
Europe $ 5.4 million
Asia Pacific $ 12.4 million

It seems to me ANET has real exposure to overseas economies. Thoughts?