Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: derek cao who wrote (23662)	8/31/1998 3:13:00 PM
From: Clarksterh	of 70976

Derek - OT On this you and I agree - that part of the problem with Asia is the huge savings rate combined with poor accounting standards and restrictive capital flows (hard to invest overseas). Thus the money must be loaned at home and that much 'free' money is likely to cause problems such as over-capacity. However, I'll admit that this feeling is largely gut-feel since I have seen little in the way of quantative data on, for instance, impediments to over-seas investment. JMOHOO. Clark

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