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 |