Global Santa Fe (GSF) (formerly Global Marine) Message Board

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Gold/Mining/Energy : Global Santa Fe (GSF) (formerly Global Marine)

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To: arizona_ice_tea who wrote (538)	12/20/1997 3:13:00 PM
From: Bruce R. Schlake	Read Replies (1) of 2282

My spelling was wrong, I think it is Capiello. He is a well respected Wall Street guru that is a regular on Wall Street Week and sits in for Lou sometimes. I think Frank is running his own funds at this time. Wall Street Week is a very conservative long running show on PBS on Friday evenings at 8:30. Probably the first show of this kind. FWIW, everyone is guessing the impact of Asia. Long term the changes being made to reduce crony capitialism will be a big postive for those countries. Short term, demand will be reduced and currency issues will reduce profits on some companies. I really don't know how extensive the short term impact on the oil drillers will be, but I do know that GLM's fundamentals are great currently and the cost of entry to this business is major with no chance of dumping product by Asian companies like some other industries. Long term Asia is a blimp on the screen and a natural evolution of the refinement of global free market capitialism. Good luck and check out WSW sometime. Bruce

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