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Politics : Idea Of The Day

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To: Jerry Olson who wrote (17553)	3/24/1998 10:09:00 AM
From: j g cordes	Read Replies (1) of 50167

Jerry.. semi's and oils are on a slippery slope. Japan is the wild card, and I mean wild card. Things aren't looking good in their bond or consumer stimulus catagories. The effect of their situation is more serious than SKorea or Indonesia. An interesting aside. When I was in Germany last week there was a strong feeling that Germany's trade and financial ties with Thailand (which is substantial) will allow it to pass this critical time better than the rest of Asia. Going into a large shopping mall, there were signs in English, German, and Thai. I didn't know there was a strong connection there. The ASND, CSCO, COMS, FORE, BAY, NN and other players in this group will be under the microscope. No pun intended. Jim

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