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To: Greg Luke who wrote (43162)	12/24/1997 9:15:00 AM
From: Mohan Marette	Respond to of 186894

Greg: One of the obvious implications to the U.S economy due to the Asian Crisis will be a slow down in U.S GDP growth. It is currently estimated that the U.S economy will be negatively affected by anywhere from 1/2 % to 1 % . Benefeciaries will be companies who heavily imports componets and materials from Asia whose exposure to Asian markets are minimal in terms of sales. Examples will be Dell,Compaq in technology sector,and other importers of goods and services. U.S consumers will be another beneficiary as imports from Asia will flood the U.S markets and keep the prices in Check. Multinationals who are heavily dependend on Asia for sales will have to bear the brunt of the fall out. But the good news is that technology is still the highest growing segment in the market place and expected to grow some 9.5-10% in 1998,on a global basis.

To: Greg Luke who wrote (43162)	12/24/1997 11:21:00 AM
From: moose	Read Replies (1) \| Respond to of 186894

Greg, I think your comparison on hotel prices in Japan vs USA was not fair. Japan is an island and has limited land area which raises the value of the land. It would only make sense that the price of the room be more expensive because your renting out space. I think you will see the effects of the Asian flue in the year to come. Toyota already has the #1 selling car and I can't see an American car taking that back any time soon. TRID just today and the rest of the semi's have already been hit by the strong dollar. ? Who's going to buy American products in Europe when they can buy a better Japanies product for less. This can already be seen in Brazil. Not only will sales slow in Asia but also in the rest of the world. Don't kid yourself. This market is still one big bubble and theres alot more people waiting for a reason to sell. Iam just looking for a pullback to more reasonable evaluations. Becareful!