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To: j g cordes who wrote (31213)	12/15/1997 11:42:00 AM
From: Jerry Olson	Read Replies (1) \| Respond to of 58727

Thanks Jim I've already read this article....and it goes without saying it pertains to ALL Co's exposed to that area... both on a consumer basis as well as a production basis like DELL... yeah the parts will be cheaper but no one will buy the finished porducts from the region, therefore creating large run ups in inventories...NOT GOOD!!!! I'm worried about longer term push outs in all these semis...The Big Caps will fall hard here... They're DUE for a BIG HIT!!!