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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (7674)	5/20/2001 10:56:10 PM
From: Captain Jack	Read Replies (2) \| Respond to of 52237

Justa-- part of the reason AG is pushing rates down so fast is SEA. Japan is in the sewer and will stay there as there has been a lack of strong policy. The rest are dependent on the US and few others at this time. T is esp vulnerable as they make many of the tech components that go into products not being purchased. They export little for the energy, and 'old' economy issues. Tech is not buying much so T is selling very little. AG knows the region needs T and the others as Japan is out STILL and our economy needs SEA to grow/recover. China would love to see T and other flounder now as theirs is the only economy growing real well now...

To: Justa Werkenstiff who wrote (7674)	5/21/2001 6:17:07 AM
From: donald sew	Read Replies (1) \| Respond to of 52237

Justa, >>>>> What are your Asian contacts saying these days about business conditions? Looks like Taiwan market is sweating an export number due out tomorrow which will show a big drop.<<<<< No change in that TAIWAN is still hurting. Was advised that MALAYSIA HiTECH is still hurting also, but that the MALAYSIAN commodity trades are doing quite well(ie: palm oil, rubber, spices). Still a strong concern with CHINA also. The problem with CHINA is that the flow of news/information can be controlled, so if there really is a problem in CHINA, it may not become wildly known until a problem blows up.