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

To: B Tate who wrote (1503)	1/24/1998 1:08:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9980

Hi BT; Thanks, actually...you are what I had been waiting for. Lets talk. I'll send you an email. But hitting the sack soon . Maybe we can have that drink next week. Best, Stitch

To: B Tate who wrote (1503)	1/24/1998 1:28:00 PM
From: Worswick	Read Replies (1) \| Respond to of 9980

Bernie wlecome back home to you! Re: Sime Darby that is what I have been thinking/worrying about... the eggs under the bed that have turned bad. The problem with all of Asia is that the companies that have done best in the pre-bust world were the ones with the most "grease". Now, we have the post grease world where assets tend to deflate. Without preferential treatment these companies are going to be sick unless they have a "toll bridge" business in the sense of W.Buffett, or they have proprietary products to sell and people have cash to buy them. ? ??????????????????? Know it's hard to find out things there. Do apreciate your efforts and Stitch's trying to get the right information. If we can give you any information ovder here from the Land of Lust let us know. On the front liines of Libido.

To: B Tate who wrote (1503)	1/25/1998 1:42:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 9980

Investing in Asia by proxy. BT & all: If one is a long term investor and wants to play Asia and the global markets,I think the following companies might be a safer bet than investing directly in Asia,at least at this point. Any opinions??? ABB (Asia Brown & Boveri)(Swiss/Sweden) - Energy/equipment. Total (France) - Energy/exploration Johnson & Johnson (USA) - Consumer/Health Care Nestle (Swiss) - Consumer Ericsson (Sweden) - Telecommunication Nokia (Finland) - Telecommunication Siemens (germany) - Conglomorate Pfizer (USA) - Pharmaceutical