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To: craig crawford who wrote (12312)	12/17/1997 7:52:00 AM
From: Glenn D. Rudolph	Respond to of 45548

True C$CO is well entrenched in the US. But the market is more mature here. Asia was supposed to help pick up the slack for all the networkers. Craig, I agree with your assessment. I was just clarifying the comment made not indicating an agreement with the comment. Every way you slice it networking spending is slowing significantly and the PE ratios aren't supportable. Some of the higher ones are not supportable. There are a few that are low enough now. Glenn

To: craig crawford who wrote (12312)	12/17/1997 8:21:00 AM
From: Moonray	Read Replies (1) \| Respond to of 45548

Network sector weathering storm While most major networking companies are grappling with Asian economic woes and inventory issues that have caused investors to view their stocks warily, analysts see signs that the sector can weather the turbulence. Although all of the individual networking companies are going through a transition resulting from the fact that this year's growth in the networking sector has been 20 percent, as opposed to last year's 40 percent, according to Weinstein, analysts nevertheless remain optimistic about the coming year. "I think the opportunity for '98 is a lot better than it was for '97," Weinstein said. news.com o~~~ O