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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: marc chatman who wrote (8486)	11/12/1997 8:14:00 PM
From: tom pope	Read Replies (1) \| Respond to of 13456

marc, that is an extremely interesting article - but it still doesn't tell me why local problems in southeast asia, no matter how severe within the region, will have a lasting impact on the global economy, let alone the u.s. economy. japan is vastly more important to us than southeast asia, but the japanese asset bubble deflation coincided with a historic bull market here - check the dow vs the nikkei from end 1990 until today. so i'm saying that what we are seeing now is not the end of the world but a valuation correction that took the collapse in share prices in hong kong and southeast asia as a pretext. we may well go down a lot more from here, and i certainly wish i'd sold my qntm at 36 last week. but there are some pretty compelling values out there - compelling that is under any but an end of the world scenario - including coms, klac and klic. others will have their favorites. time will tell.