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To: Jorge who wrote (11912)12/20/1997 8:06:00 PM
From: FR1  Respond to of 97611
 
> invest in a company(s) whose earnings weren't dependent on Asian money, like something in the banking...,<

oops...bankers are very much tied to Asian market. They have sold a ton of securities to those banks and would be hit hard if the asian banks asked to cash in a lot of paper.

Bad Guy List (anybody that sells to Asia in a big way):
3M
Some banks
Food (ADM)
Catapillar (construction projects cancelled)
Kaiser (same)

Good Guys (businesses that buy from Asia and businesses that do almost no business in asia):
Computers businesses that do not depend on asia sales.
Clothing Sellers
Generic Drug Businesses (RXSL, etc)
Some cable related businesses (ATHM, etc)
Electronic Gadget Resellers