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To: marc ultra who wrote (6874)	7/18/1999 8:52:00 AM
From: Allan Harris	Read Replies (1) \| Respond to of 15132

Unlike Kosovo which was a big yawner for the markets this will be a major event and Asian followed by other emerging markets should get hit very hard and at these multiples the US markets would also take a dive. Or maybe it will merely provide for a "health restoring" 10-15% correction across the board and pull those sentiment numbers down into extreme pessimism, thus giving more staying power to this mother of all bull markets. A

To: marc ultra who wrote (6874)	7/18/1999 1:15:00 PM
From: Trebor	Read Replies (3) \| Respond to of 15132

>Digger re China/Taiwan: This is an important issue to raise.< You betcha. Could it be deju vu all over again? It was just a year ago that the markets were riding high until problems in Asia (and Russia) scared us into the August correction. Once again we have a market just looking for a reason, any reason, to go south. A week ago I posted some stellar y-t-d returns from Asian funds and was kicking myself for missing the boat. Now I think I'll just stay ashore in the good ol' U.S. of A.