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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (11483)	12/13/1997 2:09:00 PM
From: jeff wheatley	Respond to of 94695

Judy, This is from a 10/24 post from the COMS thread. Hope it helps...jeff 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 % Using 3Com's IR response along with the above, COMS draws about 35% from Europe and 10% from Asia. Michael, IMHO potential reduction in current earnings is as important as future growth being at risk. Like someone else who wrote earlier "I am more concerned with a poor currency translation rather than a slowdown. SEG lost a bundle this quarter on its activities with the region's currency. This should serve as a warning as a probability for any business highly tied to the region."

To: Judy who wrote (11483)	12/13/1997 5:53:00 PM
From: bearshark	Respond to of 94695

Hi Judy: I was looking at the 10K this morning for the year ending in July 1997. They did not break it out by country but overall their foreign sales were about 43 percent. I need to look at the latest quarter. I believe they submitted that last week.