Compaq Message Board - Msg: 5626561

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Technology Stocks : Compaq

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To: rupert1 who wrote (31885)	8/30/1998 4:59:00 PM
From: Loki	Read Replies (1) of 97611

vepoc...Thank you for your European (English?) perspective. Sounds somewhat bullish... From which sources are you drawing your conclusions about this situation? Any web links? For H.K. I often use scmp.com Your statement concerning Germany is interesting. Historically, this was certainly the case. Scare people concerning communism. However, presently, it is very much to their economic benefit not to loose touch with Russia. German corporations have a tremendous investment presently in progress in Russia. They would stand to gain the most from supporting the Russian economy and its infrastructure. "The UK and Austria and France are taking leading roles in building a European and American alliance" --- Please explain........Austria???? "But it is hard to believe that Japan has not been woken up by now." Not really...(as mentioned last winter I was on the Board of a Japanese company)...It has been my experience that Japanese decision making is sometimes mired in paralysis. The fear of making an incorrect decision, loosing face, or taking a non traditional approach often precludes management from making any decision at all. (This is my observation as an European now living in the USA) I also believe what you stated in your last paragraph. Unfortunately, I cannot give you my opinion yet..."Sunday night sentiment". I just came back from vacation. It appears Hurricane "Bonnie" hit my investment portfolio. Ouch!!! Thank you for the insight. Loki

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