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To: Chuzzlewit who wrote (57652)	8/11/1998 2:18:00 PM
From: MichaelW	Read Replies (2) \| Respond to of 176387

Perhaps your not factoring in the Y2K problem. Companies A, B and C have to replace old systems.

To: Chuzzlewit who wrote (57652)	8/11/1998 2:57:00 PM
From: T.R.	Respond to of 176387

If I may... ...IMHO, Japan didn't help things any by putting one of the "old guard" in place to lead their country. Unless this guy has been "in the closet" on his views for the last 20 years...count on more of the same. About the only thing that will change that is direct pressure from the rest of the world (not just the U.S.) T.R.

To: Chuzzlewit who wrote (57652)	8/11/1998 3:13:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Chuzz,..Re:<<Japan restructuring>> If I may as well, By selecting Obuchi, it appears that the powers that be prefer the security of the past to the challenge of the future. This is a very depressing message to send to the world markets and combined with other unsettling events, (Russia for one), I've noticed that markets are loath to rally in the face of uncertainty even on solid fundamentals. As you have duly noted, Japan requires something more than fiscal restructuring. This requirement implies a longer time frame for implementation; however, China seems to be enthusiastically embracing all manner of fiscal restructuring and seemingly without cultural handicaps. It will be interesting to see if a change in the balance of economic power occurs in that region. Regards, Lee

To: Chuzzlewit who wrote (57652)	8/11/1998 3:40:00 PM
From: JRI	Respond to of 176387

Chuzz- My comments referred mostly to Michael W.'s statement "Asia's been in the toilet for years...did everyone (just) wake up?" Although your comment is true (about some of the growth being attributable to currency arbitrage), at the time (from 1990-1997), one heard very few people discussing this, or that resources were being misallocated towards projects that were unnecessary and/or risky and/or supporting of the "cronyism" that existed....But all of this has become the (correct) revisionist view of the events that occurred....Precious few (at that time) were trumpeting this view....Hence the crisis, hence the fact that everyone IS just waking up, and the fact that practically NO ONE had the perception that Asia was in the toilet until last year.... On paper the growth rates were outstanding, but, as you state, this was unsustainable...(kind of reminds you of CPQ stuffing the channel in 3/4Q '97, eh?) Concerning Eddie, I believe he inferred that all of this would have a material impact on the long-term revenue, profits and stock price of Dell.....I disagree......In short periods, Dell's stock can and will feel the affects occasionally.... Eddie, if you did not infer this, I apologize. But then I would say, what is the relevancy to Dell? I agree with Eddie (and you) that many other companies have and will continue to be affected (revenue, profits, and stock price)... That the market could go down or sideways as a result.....IMO, this is independent of what Dell will do (long-term)