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To: Gabriel008 who wrote (27863)	1/18/1998 10:48:00 AM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi Gabriel, Nice to hear from you again. Regarding the "perceived impact of the Asian economic crisis" you certainly used the correct word - perceived. I don't know if you caught the reports or not, but both AMD and INTC both said the impact was neglible. So this makes one wonder if the Asian troubles are currently the convenient excuse. Some companies warned late last year about the strong dollar, but the dollar was strong ALL year so either they did not understand how to hedge currency risks or used that as a coverup for 'not so good' management capabilities. Same with El Nino. Now it's SE Asia. It seems that the innovative companies find opportunities in these environments and the laggards fall further behind. JMHO Lee