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To: Lucretius who wrote (8327)1/15/1998 7:02:00 PM
From: Dwight E. Karlsen  Respond to of 95453
 
Okay, just wanted to be sure you understood that ERICY is no IFMX, SEG, etc. in-the-making. Tero (the Nokia expert) is somewhat worried about the Asian effects also, but keep in mind that these companies work on very large infrastructure projects also, the deals for which have been made many months before. So if there are significant negative Asian effects, they may not show up until Qtr ending 3-31-98. I think everyone is more-or-less shooting in the dark on Asian effects, as it will vary widely on a company-by-company basis.

DK