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To: Don Lloyd who wrote (13465)	1/14/2002 12:31:55 PM
From: AC Flyer	Respond to of 74559

Don: You wrote: >>The question was a serious one, involving whether there is a real competitive advantage that would remain under true free trade, whether there is a currency exchange rate issue, or whether it is one of a number of industries that the government may be using to acquire foreign exchange to pay for its imports<< I have opinions on all of these points, but I would much rather hear from Jay Chen on these questions as he is so much closer to the situation.