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To: stockman_scott who wrote (27033)9/24/1998 11:35:00 AM
From: woody  Respond to of 50264
 
Just wanted to thank Laz and others for their posts and add one comment of my own. I recently completed a study of how the "Asian Flu" has and will impact my company, a large high tech. Based on what I learned I must say I am not surprised by delays in coming on-line in that region. In fact I was kinda surprised these deals were'nt dead.
AMAT, INTC, HWP and many others have all issued earnings pre-announcements based on the meltdown in the region as well as Russia and Latin America. I never expected DGIV to be immune from this. Should JC have told us things were "soft" in Asia, well, maybe, but its been front page news for about 1 year. This region is in a major liquidity crisis, capital investment is locked up, until a number of things unfold. So Ill spare you the tutorial you folks know all this..but that is my opinion as to why DGIV is probably re-focusing their efforts on Germany and Egypt. I am still long and cautiously optomistic. Internet telephony is such a "hot space" i think that we will succeed although in the long term. Regarding the SB-10, should we push for one...IMHO no. There are several ways to get of BB hell, that is the first step in one direction. I think it makes more sense to pursue a different course. Anyway, thats JCs call not mine. Im willing to give him some more time to execute HIS plan not mine.