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To: MASTEQ who wrote (2670)	12/16/1997 12:29:00 AM
From: Tom Gebing	Respond to of 93625

Mike, I am not an expert with the 10k filings, but would interpret this as a full disclosure more then a early warning. You have to ask yourself the question ; Will Asia stop producing chips or is it they will be selling for less??? IMO , they will not stop producing, just lower costs. Assuming there is no slowdown in PCs as a whole then the revenue stream will still come from agreements no matter what the producer sells the product for. But then I am no expert at this , so maybe someone else with 10k experience can step up and make some comments. I am long and looking to add more. Regards, Tom

To: MASTEQ who wrote (2670)	12/16/1997 3:37:00 AM
From: Sleeperz	Respond to of 93625

The japanese protion of the Revenues is high becuase the Nintendo N64 uses RDRAM. As long as the N64 sells well the Intl REVs from Japan will stay high. But I suspect as soon as SONY releases the PSX II, and Sega ships the Katana (Dureal), Nintendo will announce a new console too. This you have to watch closely to see what the specifications are! Will it still use RDRAM? cl >>>To date, companies based in Japan and Korea have accounted for the substantial majority of the company's revenues, and nearly all of its international revenues. In fiscal 1997, 1996 and 1995, international revenues comprised approximately 81%, 86% and 90% of the company's net revenues, respectibely. The company expects that revenues derived from international licensees will continue to represent a significant portion of its total revenues in the future."<<<