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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (24015)	10/25/1997 4:55:00 PM
From: davesd	Read Replies (1) \| Respond to of 132070

Some nice reading about Asia and the technology sector in the Barrons this week. dave

To: Knighty Tin who wrote (24015)	10/25/1997 5:37:00 PM
From: Terry D	Read Replies (2) \| Respond to of 132070

MB - A different way to play an Asian bottom - Value play I own. China Yuchai International - Bermuda co. owns 76% of Sino-foreign joint stock co. Guangxi Yuchai Machinery Co... Yuchai is largest maker, seller of diesel engines in China... main product is engine used chiefly in medium-duty trucks... '95 EPS (local currency) down 42% on flat sales, higher costs of sales... '96 fell to loss while sales dropped 30%... hurt by tight credit govt. policy & increased competition. Tel.# 65-220-8411 (Singapore) TD PS - trades on the big board CYD

To: Knighty Tin who wrote (24015)	11/17/1997 11:16:00 PM
From: Earlie	Respond to of 132070

MB: Glad to be back, although the visits will of necessity be brief for the next week or two. Hope to come up for air and some relaxation before month end and will join the discussion on a more regular basis again at that point in time. As always, enjoy your round table immensely. Have been watching the unfolding events of the Asian meltdown in awe. Have been a tech-sector bear for well over a year on the basis of an absurd supply-overwhelms-demand basis, but did not expect the deflationary wave to shape up so quickly nor to do so with so much early destructive power. I'm also in awe at the degree of complacency exhibited by our markets in the face of this wave. How "investors" can continue to happily dog-paddle with a Tsunami visible on the horizon is beyond my comprehension. Ignorance is truly bliss I suppose. What is a certainty is that the older market pros are selling to retail "at the front door".....and giving a silent private prayer for the opportunity to do so. Best, Earlie