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To: Glenn D. Rudolph who wrote (12294)	12/16/1997 11:15:00 PM
From: hitesh puri	Read Replies (3) \| Respond to of 45548

And who was that guy from Morgan Stanley who listed Cisco in his 10 companies that were least exposed to Asia. What a crock ! And people actually believed he was truly saying it for the benefit of the public and not to create buying strength to unload ? C,mon Cisco is the premier networking company and to say or believe that they do not have a presence in the SEA regions is being ignorant and plain stupid. Whether their business is made up somewhere else is another story but that was not how it was portrayed. When will people learn to figure out this game ? A recent Forbes issue nicely pointed out in an article regarding the total goof-ups of analyst earnings predictions and how its getting worse. -hitesh

To: Glenn D. Rudolph who wrote (12294)	12/16/1997 11:52:00 PM
From: DX	Read Replies (2) \| Respond to of 45548

I don't think Asia flu will do much damage to network industry. It is because the big customers are from Japan, China, HongKong, TaiWan, Sigapore, and South Korea. Only South Korea is in a huge mess. Others still enjoy good economies and nothing fundamental have been changed since. Regards,