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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (15100)	3/22/1998 11:20:00 AM
From: Jyoti sharma	Read Replies (1) \| Respond to of 18056

Stitch, Thank you for your ideas on Malaysian stocks. If I may ask to speculate, where do you think Sime darby, Resorts World and Genting might be trading in 12 months. Thanks, Jyoti

To: Stitch who wrote (15100)	3/23/1998 5:28:00 AM
From: Michael	Read Replies (2) \| Respond to of 18056

Stitch, It seems to me you have had a change of heart from some of your earlier posts on the Asia thread. Then I think you were looking for SIME at 2.50 RM. Looking at Bernie's post on the 'true?' Malaysia debt figure and hearing things from friends that there is a strong expectation that at least one of the major banks could fail. I would not have though that this was a good time to go in. Not saying you are wrong, you are closer to the situation than I am but it does seem to be a change in your viewpoint. Wondering why. Do you think all the bad news is out? Best Michael