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To: Zeev Hed who wrote (12686)	1/3/1998 10:12:00 PM
From: Rmn	Read Replies (2) \| Respond to of 18056

Zeev, I have a post on the Asia forum. Let me know what you think.I cashed out my yen puts at the end of friday. I'm hoping for a slide back so I can get in at a lower price. Thanks Ramsey

To: Zeev Hed who wrote (12686)	1/4/1998 6:58:00 AM
From: Bearded One	Read Replies (1) \| Respond to of 18056

Question about exports to Europe: Some company heads have claimed that since they have few exports to Asia, that they will not be impacted by Asia's troubles. The standard response is that Asian countries will increase exports to the US. The standard response to that is that US companies have some protection in the US. Nobody talks about Europe, because Europe is growing. I think we forget that Asia also exports to Europe and thus competes with us in that space. What about the effect of increased Asian exports to Europe? Specifically, which American companies have large exports to Europe which may be impacted by increased competition from Asia? Any of the computer makers, for example?