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Technology Stocks : Aviation Group Inc. (AVGP)

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To: ncs who wrote (5)2/15/1998 1:03:00 AM
From: Harry Abruzzese  Read Replies (1) of 30
 
Neil,

It was nice talking to you too but I thought you picked up that I don't listen to any rumors
or these guy's who say the sky is falling
because I've heard it all a thousand times in the last few months and so far, not one has
been correct. They have a 1000 to 0 record. That kind of record dosn't even warrant a
comment.
On the other hand, the benefits of doing research 50 to 60 hours a week have paid off
and point to an Asia in the early stages of re-organizing and re-structuring and committed to getting the house back in order. No one is handing over billions of dollars to anyone who is unstable and isn't going to follow any
guidelines, that's just a simple fact of life. You know as well as I do the IMF and the 30 or so leaders who have visited the area since word came of the crisis know more
about the intentions of the Indonesian government than anyone in these threads.
Look at the comments in the news by the ASEAN organization . Look at the growth and
comments from organizations and leaders country by country around the world apart from
South East Asia as I do and I think you will agree that world-wide there is a stronger than
expected fundamental growth in many regions that are increasingly less reliant on South East Asia
(Asia as a whole is doing very well) than most economist expected.
No offence and I'm sure you know I don't mean any Neil but I can't believe I'm even
spending time on what somebody that I don't even know and certainly don't trust said in of
all things a semi thread.
Here is an article that I would put some stock in. So far, Phillip Condit has a good record.
He underestimated the growth in the airline industry, by his own admission which in itself
gives him more credibility than 90% of the people who list messages in here but at least
he's been right about the economic growth in other regions of the world.

To: Harry Abruzzese (998 )
From: mr.mark
Saturday, Feb 14 1998 5:22PM EST
Reply # of 1001

thread, this from bloomberg online 2/14/98:
Boeing CEO 'More Optimistic' About Keeping Orders in Asia
Boeing Co. Chairman and Chief Executive Phil Condit said he's
more confident the company can preserve commercial aircraft
orders from Asian airlines. ''My confidence (in Asia), if
anything, is higher'' than before the current trip to Southeast
Asia for talks with state officials and customers, said Condit,
who was in Indonesia earlier this week. His tour of Asia reflects
Boeing's concern about losing orders in the economically
troubled region, which accounts for about a third of Boeing's
$121.6 billion order backlog.
regards,
mr.mark

I didn't get a chance to reply to Mr.Mark tonight. I hope to reply to him tomorrow.
Talk to you soon.

Best Regards,

Harry
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