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

To: yard_man who wrote (2056)	2/11/1998 6:30:00 PM
From: Tommaso	Respond to of 9980

Please keep advising about your position in EWM. I was about to get in the day before the 25% jump but shied away after that.

To: yard_man who wrote (2056)	2/11/1998 10:29:00 PM
From: Stitch	Respond to of 9980

Barry, Congrats. Nice trade. 20% short term is good by any measure. Here is to continued opportunities (hoisting coffee cup). Best, Stitch

To: yard_man who wrote (2056)	2/11/1998 11:14:00 PM
From: Derrick P.	Read Replies (3) \| Respond to of 9980

Barry, I sold half yesterday, keep some core, and as you said trade the volatility. Also sold half my MBF Holdings (it doubled). Looks like tonight I maybe shoulda sold some EWS (from 5 1/2). Now normally my selling means we're in for a big rally so.... Any thoughts on TLK, P.T. Telkom? My 'hunch' is we may get one more good panic (crisis) in Indonesia before it 'stabilizes'. There was a good bit of talk in the WSJ today about Indonesia; IMF, Japanese/foreign loans, currency boards, and of course riots. I think the idea was to stabilize on a temp. basis and give them a chance to work things out in a non crisis atmosphere. Not much discussion about these stocks on the web; not Si, not Yahoo, little ADR volume. I think that is a good sign, at least we're not following the crowd. If you think of something better please post it. But buy first, the last time I was musing about Shinawatra it shot up about 30% the next day before I got in <g>. (First Pacific?) Best Regards, Derrick