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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 155.82-1.3%Jan 23 9:30 AM EST
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To: JMD who wrote (9871)4/16/1998 11:36:00 PM
From: Joe NYC  Read Replies (1) of 152472
 
Mike,

In any event, his thesis was simply that China, Korean, Taiwan were going to eat Japan's sushi cause they had superior economic models, and specifically were showing signs of development beyond the mercantilist, export your ass off and the hell with the domestic economy.

Where do you see the differences between China/Korea/Taiwan and Japan? My opinion is that they are all mercantilists. The only difference is that Japan is "better" at it.

Joe
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