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To: Bob Strickland who wrote (34907)	8/3/1998 4:57:00 PM
From: John Rieman	Respond to of 50808

The reporter's statements, Quoting Robbie-Stephens, were important in that interview........... This is big business. Robertson Stephens is bullish on them, saying that they are a buy at this time, and we're going to be speaking with their president and CEO, Alex Balkanski at this time. SUNDIUS: Now interestingly enough, a statistic I have for 1997, the company had about 55 percent of sales that were really hurt by the Asian crisis, however, here at the conference, Robertson Stephens are saying that there's a great market over in Asia for you in the digital video. The Robertson Stevens analysis also is very confident in your management team. How do you think that they can work together or are working together to combat the pricing pressures that are out there. And the softening in the semiconductors, which is very cyclical, so it -- we're looking for the next lull as well?