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To: DownSouth who wrote (11254)	12/6/1998 9:07:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 93625

OTOTOT: GE For giant multi-nationals like GE and IBM, the emerging markets provide a significant portion of their revenue base. Recovery in that area would directly impact upon GE's operational model in a positive way. Another factor, no less in its importance, would be the currency exchange rate. A weaker dollar (when the Southeast Asia recovers) would further enhance GE's net earnings. GE and IBM are very much affected by economic news re. that region, less so when compared to Citigroup and Chase, but more so than INTC and MSFT. Ibexx