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To: Bearded One who wrote (12689)	1/4/1998 9:59:00 AM
From: tekgk	Respond to of 18056

>> that they will not be impacted by Asia's troubles These are the same people that claimed that we are on a permanent growth cycle because of the growth in Asia. The answer is actually very simple. Asia is just over 1/3 of the world's economy. We live in a global economy. Therefore, when 1/3 slows down there will be a negative impact on everyone. From your posts I assume that you already know this, but the link below contains the economic data that justifies the 1/3 position. odci.gov >> Specifically, which American companies have large exports to Europe which may be impacted by increased competition from Asia? The answer is simpler in the reverse. What is not made in Asia or is made there but is uncompetitive. The answer is much shorter - large commercial airplanes and software. In almost every other industry Asian companies are leaders or powerful competitors that will be even more competitive with the lowering of their currencies (provided that they survive the currency problems).