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Technology Stocks : Wonderware (WNDR) -- Ignore unavailable to you. Want to Upgrade?

To: Don Bebout who wrote (881)	1/12/1998 9:19:00 PM
From: Bobo	Read Replies (1) \| Respond to of 954

WNDR's last SEC report talked a lot about increasing currency risks. Since then, the dollar is way up. Should we worry about this? The dollar is a risk for Wonderware both in terms of sales in German marks, and the translation thereof, and sales in US $ into countries with declining currencies. The simple question is one of whether the currency declines are enough to offset strong business growth. The biggest currency risk is in Europe since Wonderware realizes approx 31% of its revenue there. These currencies have held up fairly well in the turmoil. Rest of World (Asia, Latin America) where currencies have been weakest, only accounts for 13% of revenue and actually have not been growth vehicles for Wonderware over the last year.