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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Jess Beltz who wrote (5842)	10/23/1997 10:33:00 AM
From: JRGEE	Read Replies (1) \| Respond to of 25960

Jess, what was your thesis on and how can I read it? Have you read a book title "the coming conflict with china."

To: Jess Beltz who wrote (5842)	10/23/1997 11:27:00 AM
From: Defrocked	Respond to of 25960

<offtopic> Thanks for your view. The Japanese banking presence, I believe, is through the interbank market rather than a direct presence. The 40% number came from Michael Hartnett, senior economist at Merrill Lynch Japan. From Bloomberg this morning: "Forty-two percent of foreign bank borrowings in Hong Kong are owed to Japanese banks. So clearly Japanese banks, of all foreign banks in Hong Kong, are the most highly exposed." I have more faith in Hong Kong banking officials than in Japan's MOF. Hong Kong has seen "bank runs" before and handled them well. Risk and reward have gone hand-in-hand on your island for a long time. Much of the uncertainty about the international banking environment would not exist today if Japan would have properly marked its portfolio to market long ago as the U.S. did. Good luck to you.