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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Thompson who wrote (3032)	12/9/1997 5:56:00 PM
From: jeff wheatley	Respond to of 6980

This coutesy of Michael Baier on the COMS thread. It was dated 10/24, but has probably not changed much. Would you elaborate on the Street.com statement. Data compiled by Furman-Selz about Company specific Asia-Pacific exposure: "We estimate the percentage of revenue on a current run rate basis to be as shown for each of the companies in our coverage universe, per geographic region according to Japan, Asia Pacific/ex-Japan, (e.g., APAC/ex-Japan), and Total APAC. Japan APAC/ex-Japan Total APAC Bay Networks 15 % 5 % 20 % Ascend 13 % 5 % 18 % FORE Systems 10 % 5 % 15 % Cisco Systems 9 % 3 % 12 % 3Com 5 % 5 % 10 % Intel 9 % 19 % 28 % LSI Logic 20 % 6 % 26 % PMC-Sierra 5 % 5 % 10 % Silicon Graphics 11 % 6 % 17 % Sun Microsystems 12 % 7 % 19 % Xircom 10 % 10 % 20 %