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To: Ramsey Su who wrote (5425)	5/14/1998 10:36:00 PM
From: Ian@SI	Respond to of 10921

Ramsey, 10.5% Growth in Yen may not be growth in US $. If the costs are in Yen, then revenue in Yen is just fine. I don't remember exactly where the Yen was a year ago, but it came from about 90 yen to the $ a couple years ago. Ian.

To: Ramsey Su who wrote (5425)	5/14/1998 10:42:00 PM
From: Katherine Derbyshire	Respond to of 10921

As someone else already noted, lots of that "growth" is yen devaluation. Remember, 1 trillion yen is worth a lot less now than it was at the beginning of 1997. In dollars, looks to me like they're flat or slightly down, depending on what conversion rates you use. Still good news if you're a TEL stockholder, but not a sign of big spending by the chip companies. Katherine