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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: TobagoJack who wrote (4000)5/30/2001 6:25:44 AM
From: smolejv@gmx.net  Read Replies (1) of 74559
 
Hi Jay - give me your bearings on the following

>>3. The US balance of payments. The U.S. attracts investment. << not any more from Taiwan though, if I understand you correctly.

Re Taiwan (or SKorea, probably much the same) book-to-bill ratio...fell further to 0.42 in April, from 0.59 in March and the peak of 1.46 in March 2000 ... The April figure constitutes a 10-year low. Not arguing about who's the dog and what's the tail - except that purchase orders and deliveries somehow belong together. Looks like real, at-the-source contraction to me, whatever its place in the food chain is.

Thanks for your opinion.

dj
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