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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 182.92+3.9%3:35 PM EST
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To: Ramsey Su who wrote (6970)1/10/1998 1:07:00 PM
From: JMD   of 152472
 
No Ramsey I don't think SEA is off-topic which was the whole point of my post, i.e., to thank you and this thread for permitting a wide divergence of topics many of which wind up having direct investment relevance even when they don't start off that way.
Your recent posts may reflect nothing more than travel fatigue but cetainly contain none of the dignity or fun you now call for to ward off the "lose-our-butts-blues".
You watch China and keep us informed for sure, but Surfer Mike is mucho more worried about Japan. There is almost no chance of a collapse there but a serious recession would inflict real pain from which the U.S. economy could not escape unscathed. Greenspan and Rubin have an incredibly difficult juggling act to perform: if you want to cut Suharto off at the knees for lying to the IMF, you can't do it without endangering Japan who holds a boat load of their (and everybody else in SEA) loans. China is much more "self-contained" and virtually immune from a currency attack: don't see them as vulnerable to the falling dominoes chain reaction that threatens the rest of the region, but maybe this interpretation is off-base. Why do you think China is the $64 question just now? Mike Doyle
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