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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (491)	1/6/1998 10:20:00 AM
From: yard_man	Respond to of 9980

Thanks, stitch. Somebody a few days posted the "saturation" of computers in some of the Asian countries and I was astounded that some of them had such high rates. Kind of counter to the prevailing wisdom that this was a huge growth oppty/compared to the United States.

To: Stitch who wrote (491)	1/6/1998 12:12:00 PM
From: Worswick	Read Replies (2) \| Respond to of 9980

This thread is getting very economist oriented. Howevder, I didn't want you to forget Sidby (or, Sime Darby as it is called over there). I have been trying to find out about the company and have come up with a 2.50 ringitt value before the crash. I wonder what it is today Stitch? Also, what are your ideas about the company weathering the troubles of today (and tomorrow?) At that does one buy Sime Darby in Malaysia or in ADR's here in the US? Any ideas about good brokers there in KL? I seem to remember you said the Malayaisan market was going down after Chinese New Year. There have been so many posts on this thread it is difficult to keep up. Did you or B Tate say that? When will this calm down? As seen from the ground. Any other stocks that have caught your fancy in Malaysia? I remember in a 1996 Barron's roundatable Anne Tatlock recommended DCB Holdings? The question in the US is to Web(Amex/EWM)or not to Web? I am long MF since July 1 with a loss but believe that these "competitive devaluations" of all these Asian currencies will be very, very good for the bottom line two years out. If the world, however, does crash into deflation ala the Credit Anstalt mode then it really won't be happy. Well, that's investing. You never know whether you're riding your bicycle or your bicycle is riding you.