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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (4020)	5/31/2001 12:22:03 AM
From: Ilaine	Read Replies (1) \| Respond to of 74559

>>At the same time US is in dire need of a general overhaul of supply chains/structures for: power, gas, gasoline, (ie energy), drinking water, national defense<< Not accurate at all. Maybe some fine tuning needed, maybe some tweaking. Things are basically ok. I can see how it could get reported otherwise, though. Bad news sells newspapers.

To: smolejv@gmx.net who wrote (4020)	5/31/2001 12:21:51 PM
From: TobagoJack	Respond to of 74559

Hello DJ, just got back to HK. <<>>I went to the countryside of Yichang ...traveling on a stretch of a new superhighway under construction...<< The infrastructure (european hispeed trains, Maglev connection of Shanghai airport...) is being built up in China. So: China needs infrastucture & has capital - and evidently lots of it - to build it. Where does it come from?>> China economy is actually more self contained than the Japan and Taiwan's of this world, and thus I keep characterizing it as 'continental economy'. Much of the capital is internally generated or printed, with seed capital coming from overseas, mostly from offshore Chinese. I believe China actually imported its currency printing press from the US - the best and fastest, no doubt :0) <<>>I do not actually agree with my friend on this point entirely. << You dont agree with me or with CB? Or both?>> Well, I was actually thinking of the friend that e-mailed me his view on things. But if CB or you agree with him, than I am disagreeing with you:0) <<Taiwan capital has been shifting (lately? for the last few years?) its attention in significant way from the US consumer to the main land.>> Probably not, as Taiwan invested plenty in Silicon Valley as well. Taiwan is simply wealthy. <<I assume Japan does not play a major role for several more or less well-known reasons.>> Japan is important, now. <<NMD>> NMD has major technical, strategic, diplomatic and timing problems, and is therefore a red herring. Best of luck to the buyers. Chugs, Jay