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Strategies & Market Trends : The Rational Analyst
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To: geewiz who wrote (272)1/28/1998 7:54:00 PM
From: ftth  Read Replies (1) of 1720
 
He spoke about how no one really can assess the Asia impact yet, that there's much more to come, that US companies are trivializing the Asia impact by looking only at direct effects, rather than domino effects that wont be apparent for a while, and how this domino effect will hit us via Europe. He emphasized how people are ignoring the Asia impact on Europe, and how that in turn will impact US companies with European dependencies. He talked about Japan's banking system problems and how we've just seen the tip of the iceberg.

Note: these are my summaries of what he said; I could have misinterpreted his points, and these weren't his exact words, so take this all with a grain of salt. He probably goes into most of these issues on the website, so that would be a better source.

dh
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