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To: Yogi - Paul who wrote (51)	3/19/1998 5:12:00 PM
From: Stitch	Respond to of 2025

irthrifty, Thanks for the Dallas semi-con link. That they are warning so late in the quarter is a surprise to me. But, something they said was interesting. That Asian related business is down is, of course, no surprise. But many analysts at the first of the year were saying that European and US sales would offset diminished orders from Asia. If Dallas Semi Con's experience holds true this is simply not going to happen. They state flatly that it was flat. (sory...couldn't resist) best, Stitch

To: Yogi - Paul who wrote (51)	3/19/1998 8:14:00 PM
From: tom pope	Respond to of 2025

>>An excellent "stab". Thank you. I have to think about your reply. Anyone with direct experience in China, India, Africa?<< I can't contribute to your excellent question since it's been so long since I've lived in Asia - tho I suspect that a Moslem society would be more threatened than one like the Philippines which has always been free-wheeling, even before the internet. But I have a question for any of us who has recent knowledge of Japan. I lived in Japan for six years in the sixties, and was fascinated by the way that the Japanese melded - largely successfully - the competing demands of traditional society against the onslaught of western culturalization of the younger generations. How has the Web changed that equation? Obviously, the old bureaucrat hegemony exemplified by the MITI/MOF/BOJ axis is under attack. Was the Web's liberating effect a factor in any of these developments?