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Strategies & Market Trends : Shorting SPY for fun and profit.
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To: studdog who wrote (75)11/10/1997 10:33:00 AM
From: Berney   of 346
 
Karl,

I agree that there will be some companies that take a big hit
because of Asia. However, seems to me there are going to be
some big winners as well. Consider that many companies (i.e., NKE)
have significant manufacturing facilities in Asia. It seems to me
that their costs just went down. It depends on whether you are
a net exporter to or importer from Asia, and whether the contracts
are in local currency or dollars. JMHO.

Berney
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