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To: Andrew Vance who wrote (14628)	7/2/1998 4:15:00 PM
From: Gary Burton	Read Replies (2) \| Respond to of 17305

Andrew-What do you think of Y2K as it applies to countries such as Taiwan? My understanding is that Asian companies are significantly behind the U.S. and that I/C plants may well be at risk? At least, i see the liklihood of a furthur swoon in semiequips the closer we get to the magic date. This is a concern to me and is one reason why I am still on the sidelines on the semis--(except I bought a little ASYTa t 12.63) So, I would welcome your comments in this area.