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Strategies & Market Trends : Argentine stocks -- Ignore unavailable to you. Want to Upgrade?

To: Spytrdr who wrote (5)	3/25/1998 11:29:00 AM
From: X Y Zebra	Respond to of 331

Estimado Se¤or Ciriani, I am "lurking" your thread, I have a number of questions: Re: Argentina What about foreign debt? Will the government be able to keep balance between the needs for popular programs and economic realities? Is there a risk of the return to hyper-inflation of the past? What are the main differences/advantages of Argentina, over Brazil, Chile, Mexico? How are the "privatization" program going? are they "on schedule", without any backlash from unions, and the like? Is there a good "diversification" thrust in foreign trade? or are you becoming heavily US dependant? Are there any plans (as with Chile), to join NAFTA in the near future, or other trade treaties, I understand Argentina is part of Mercosur? As for direct investment in the Merval(?) (Argentinian Stock Exchange), what are the tax consideration, i.e.: is Capital Gains exempted, for Argentinean nationals or for foreign investors? I think that is enough for now, I hope you do not mind my asking so many questions... Thanks in advance. z.

To: Spytrdr who wrote (5)	3/26/1998 6:35:00 AM
From: EPS	Read Replies (1) \| Respond to of 331

Hi Leonardo, One more question about Argentine stocks what is the score with the new wannabe telephone companies down there? When is the monopoly 'scheduled' to end and what are the plays if/ when that happens? Moving to another subject I see that you're also interested in AAPL, I have a rather small position (Mostly the result of bottom fishing -I follow the investments of a certain Saudi Prince-.) It did well for me so far. But obviously I lost track of the Prince and I have no conviction for what is going to happen next: What is your take for the short term say April? Are they going to meet estimates? Would you sell covered calls now? Long term? Appreciate your thoughts on these issues. Regards Victor