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To: Paul Engel who wrote (43071)12/22/1997 3:16:00 PM
From: gnuman  Read Replies (1) | Respond to of 186894
 
Paul Engel. You were at Intel, right? Did you
take the "Constructive Confrontation" course?
Andy was an instructor in my class. There's a lot of cheerleading on this thread while the stock is taking a big hit. What's wrong with another view of the situation? ;-)



To: Paul Engel who wrote (43071)12/22/1997 10:38:00 PM
From: Jules V  Read Replies (1) | Respond to of 186894
 
Paul,
1st. All the talk recently about copper replacing aluminum, has anyone tried gold? Just curious.

2nd. Regarding global finances. The other shoe may not have dropped (China) regarding dis/de-flationary forces. On the positive side, China apparently has deep foreign exchange pockets, and restricted convertibility of the yuan, so Hedge Funds will find it difficult to pressure the currency. But there are pressures from within for exports (eg. banks broke/employment/social stability) which may bring competitive currency devaluation syndrome. How negative would a yuan devaluation be to the other economies - haven't seen much on this yet - but I haven't seen anyone say it would help.