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Pastimes : Ask Mohan about the Market

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To: Stitch who wrote (15100)3/23/1998 5:28:00 AM
From: Michael  Read Replies (2) of 18056
 
Stitch,

It seems to me you have had a change of heart from some of your earlier posts on the Asia thread. Then I think you were looking for SIME at 2.50 RM.

Looking at Bernie's post on the 'true?' Malaysia debt figure and hearing things from friends that there is a strong expectation that at least one of the major banks could fail. I would not have though that this was a good time to go in.

Not saying you are wrong, you are closer to the situation than I am but it does seem to be a change in your viewpoint. Wondering why. Do you think all the bad news is out?

Best

Michael
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