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To: donald sew who wrote (33301)	1/15/1998 1:31:00 PM
From: Jerry Olson	Respond to of 58727

Donald Mikey DELL has been saying this from DAY 1......... There's a host of high quality semis in the same boat..... Jerry

To: donald sew who wrote (33301)	1/15/1998 1:50:00 PM
From: broken_cookie	Read Replies (1) \| Respond to of 58727

Donald, Most of IDTI's suprise was from a 1994 insurance claim. Here's my question. If a company produces 50% of their products in Asia but sells 5-10% in Asia, and all the other financial factors remain the same - how would Asian Flu effect the company. I've been thinking about this a while. For example, almost all of national semi's fab's are in asia. 1. Their labor costs, in dollars, should shrink to match the devaluation of the currency, at least in the short run. I have no numbers, but I get the feeling that asian fabs do not have high labor costs as a percentage of expenses. 2. 5-10% slice in revenues can give margins a haircut leading to a much greater corresponding cut in earnings. 3. (I read this on SI somewhere, can't remember, but the person seemed to know their stuff.) Depreciation of capital equipment, a significant contribution to cash flow, is usually legally tied to local currency although often purchased in dollars. A negative effect. On the other hand, companies that buy 50% of their inventory from Asia, and sell 5-10% of their products there, could see big benefits. Like PIR last quarter or the boxmakers. BWDIK Just sharing some ramblings. Thanks for the index updates. Take care.

To: donald sew who wrote (33301)	1/15/1998 6:55:00 PM
From: Dwight E. Karlsen	Respond to of 58727

Don, CPQ and Dell are among those who have stated that the Asian meltdown has so far helped them, due to the fact that they produce more products in Asia than they sell. DK

To: donald sew who wrote (33301)	1/15/1998 10:45:00 PM
From: John Sikora	Read Replies (1) \| Respond to of 58727

donald, Once again thanks for your updates. You do good work... It appears that the Naz could try to rally in here. IMO once again the street has factored in the technology sector running into a brick wall when in reality it just might be stuck in the mud for a little while. One can argue that this reporting quarter will not be affected as much as the next couple and that might be true. In reference to how this might benefit certain companies in the way of reduced operating expenses in Asia. This is an undeniable fact. The market is still sifting through the fallout and has yet to determine which companies will be the gems. I suspect the multinationals in general to have been hit hard by the strong dollar and this Q earnings will reflect this... Thanks again, john