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Strategies & Market Trends : Win Lose or Draw : Be A Steve, Make A Call -- Ignore unavailable to you. Want to Upgrade?

To: Win-Lose-Draw who wrote (7704)	3/23/2003 3:07:57 PM
From: Jorj X Mckie	Read Replies (3) \| Respond to of 11447

one of the things that people seem to forget is that the american-style of globalization is a two way street. Go into a McDonald's in Kuala Lumpur and you will see 99.9% Malaysians. Go into the Burger King on the Champs Elysees and you will see 95% Euros. If the american style globalization was so profoundly despised, good ole capitalistic principles would have solved the problem by people not spending their money in the American-style globalization companies. MSFT and INTC have a single lesson to learn. And that is that China needs them more than they need China. Until they learn that lesson, they will have the problem that you refer to. Once they flip the bird to china, they will have the upper hand. DIS...they've got problems, no doubt. Would you short them here? It is a diversified company and most, if not all the bad news is likely priced in.