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To: JDN who wrote (8284)	3/12/1998 9:59:00 AM
From: Beachbumm	Respond to of 64865

JDN, I agree that Asia crisis should actually be positive to corporate profit margins here and SUNW said as much in last Q report. But wild card is China. Unlike the collapsed countries (Korea, Thailand, Indonesia, Malaysia), China has massive foreign reserves, but the question is can it resist devaluing its currency when all its neighbors just became 50-70% more competitive in local money. Also, the other aspect of the situation that worries me is political violence that we would be compelled to respond to. I think Indonesia and Malaysia are most susceptible to this. Beachbumm