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To: Jeffery E. Forrest who wrote (9157)	11/13/1997 3:30:00 PM
From: Scrapps	Respond to of 22053

Dataquest Says Half-Year Results Show Worldwide Handheld Market Is No Longer a Pocket-Sized Industry 3Com's PalmPilot Extends Its Market Share in Standard Handheld Market SAN JOSE, Calif.--(BUSINESS WIRE)--Nov. 13, 1997--The worldwide handheld market experienced strong growth during the first half of this year with shipments reaching 1.4 million units, which approaches 1996's year-end total of 1.6 million shipments, according to Dataquest. The market's growth was led by the standard handheld market, which shipped 842,000 units. The standard handheld market was driven by the success of 3Com's Pilot, which maintained 66 percent market share for the first half of 1997. Windows CE-based handheld PCs garnered 20 percent of the standard handheld market in the first half of 1997. ''As handheld products, they deliver very different application sets, have different form factors, and data input technologies, yet the inevitable comparisons between the PalmPilot and the crop of Windows CE-based handheld PCs came and went in the first half of 1997,'' said Mike McGuire, senior industry analyst in Dataquest's Mobile Computing program. ''We believe the choice really comes down to users' work patterns, mobile or deskbound, and their primary computer, desktop or notebook/ultraportable.'' Expandable organizer shipments accounted for 39 percent of the worldwide handheld shipments in the first half of 1997. The expandable organizer market has declined as the standard handheld market continues to grow. At the end of 1996, the expandable organizer market maintained 51 percent of the overall handheld market while the standard handheld category had 49 percent of the market. Standard handheld computers and expandable organizers are subsets of the larger handheld market. Standard handhelds are general-purpose computers that are distinguished from organizers by their adherence to hardware and software compatibility standards. They typically measure 4 inches x 7 inches x 1 inches and weigh about a pound. Expandable organizers are also general purpose computers that are distinguished by the capability to have the user add applications and memory, and that expansion is typically proprietary to a particular device or device family. Organizers measure approximately 3 inches x 6 inches x 0.75 inches and weigh less than one pound, have a keyboard, and operate on batteries. Additional information about this marketplace is available in the Dataquest Perspective titled, ''Worldwide Handheld Market First Half 1997: 3Com's PalmPilot Claims Lead, Windows CE Gains Momentum.'' This Perspective summarizes market size and vendor market share estimates for the worldwide handheld market for the first half of 1997. This is the first time Dataquest's Mobile Computing Worldwide program has published half-year results for unit shipments and market share. To purchase this Perspective, or to subscribe to Dataquest's Mobile Computing Worldwide program, please call 800/419-DATA. More information about Dataquest's programs, descriptions of recent research reports, and full text of press releases can be found on the Internet at dataquest.com . Dataquest is a 26-year-old global market research and consulting company serving the high-technology and financial communities. The company provides worldwide market coverage on the semiconductor, computer systems and peripherals, communications, document management, software, and services sectors of the information technology industry. Dataquest is a Gartner Group Company.

To: Jeffery E. Forrest who wrote (9157)	11/13/1997 6:24:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 22053

Asia crisis risks regional depression-fund adviser Reuters Story - November 13, 1997 17:13 %EMRG %FUND %CN %JP %US %ECI %GVD %DBT %FRX %BNK %FIN EK GLW V%REUTER P%RTR By James Saft LONDON, Nov 13 (Reuters) - Asia's currency and deflation crisis could cast the region into a 1930s-style depression, an analyst told an emerging markets fund managers conference on Thursday. "My fear and belief is that a 1930s environment will develop in Asia -- a great depression environment," said Michael Howell, managing director of London-based Crossborder Capital which advises 70 of the world's largest institutional investors. "Domestic demand is weak, production is strong, competitive devaluation is the order of the day and capital flows are whizzing around and creating havoc," he said. Howell said he is advising clients to seek shelter in developed market bonds and cash over the next three-to-six months. Asia is in a solvency crisis, he said. Falls in global liquidity in 1997 had left weak Southeast Asian economies unable to finance their current account deficits. But, he said the most serious threat to the region may be overcapacity in China and Japan. "China is not 1.2 billion consumers, it is 1.2 billion producers. Asia has put in significant new capacity in the last five years. "You have the world's second and third largest economies as export economies and only America to soak it up. That is an unsustainable situation." The U.S., faced with a flood of cheap imports from Asia, could turn protectionist, throwing Asian exporters back onto home markets and a deflationary spiral, Howell said. IMF policies in the region will only worsen things, he said. Howell draws a distinction between Asia's solvency and weak demand problems and Mexico's overconsumption and resulting finance crisis in 1994. "The IMF...is really barking up the wrong tree," he said. "(It) is trying to supply a Mexico-type solution with Asia, saying let's get tough with budget deficits, let's give short-term financing." Asia needs profits, he said and unless the U.S. can soak up enough exports to fund them, tough economic measures will only compound problems. Howell believes Asia's currency problems are not nearly at an end -- "There are at least another two shoes to drop in Asia. "It is my belief that we will see in 1998 the removal of the Hong Kong dollar peg and we will see the yuan renmimbi devalued and over the next few weeks we will see further evidence of weakness in the Japanese yen." South Korea, which is labouring under substantial debt, could worsen the crises. The sum of these factors is a gloomy outlook for emerging markets worldwide and a likely hit to U.S. corporate profitability, Howell said. "The Asian solvency crisis is turning into a world liquidity crisis. It is causing liquidity to be crimped globally and that is causing a bad environment for all emerging markets. That is not going to go away quickly." U.S. companies like Kodak and Corning have already seen profitability hit by the Japanese yen's 15 percent slump since June, he said. "The competitive environment for America is likely to be seriously affected in 1998 with a slowdown in economic actively likely," Howell said. "For the next few months emerging markets will be volatile, perhaps in mid-1998 we may see some solid returns, especially in Europe." --London newsroom +44 171 542 5887

To: Jeffery E. Forrest who wrote (9157)	11/13/1997 9:02:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

>>Did you see NSS today (broke under 20) or do you prefer not to look at it?<G> Thanks for pointing that out for me......... again .......... schmuck. <ggg> I've concluded that I can do a pretty decent job of picking stocks to short (Race [with a little help!], NSS, TER, etc.), but can't pick the top any better than I can pick a bottom when taking a long position. The real problem lies in that I don't exercise the same patience, and bail out of my short positions too soon. Perhaps next time I'll buy a little insurance (out of the money calls) to definitively limit my losses, thus buying myself some peace of mind in holding the position.