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To: Brian Lempel who wrote (9120)	3/8/1998 10:11:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 152472

Brian, GTW is on my list. I was short GTW when I left on vacation with a GTC order to cover. That filled during my absence. For mid term, I am actually thinking about our good friend ERIC. They have trememdous exposure in China. Even if the Chinese government invest heavily into infrastructure, that is not ERICY strong suit. MOT, LU, Nortel and Alcatel would probably benefit more than ERICY and NOKIA. I just don't see the average Chinese forking (or chopsticking) out a couple hundred of US bucks for a discretionary item like a cell phone if they head into a recession. Ramsey