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To: Lucretius who wrote (43286)	5/19/1998 3:05:00 PM
From: jef saunders	Respond to of 176387

the 5-14 j michael pinson article says "dell benefits dramatically from the asian crisis as compared to competitors. over 70% of their components come from asia ... declining component costs...less than 8% of sales in asia".

To: Lucretius who wrote (43286)	5/19/1998 3:21:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

LT- Your world collapse scenario is full of holes...... <<Asia has collapsed and social unrest has begun.>> Good thing you are long Japan to take advantage of this great opportunity..... <<Mexico and Brazil started getting hammered last week.>> These markets, economies are fundamentally different and stronger than they were in the 70's, 80's, and earlier 90's. Being emerging markets, they are going to have considerable growing pains, hot money flow aches, etc. But they are on the right road for sure...... (Brasil reacted great to the Asian crisis last year, are you aware of that? That market has bottomed short-term for sure) <<Russian mkts are starting to go into a tail spin. Watch out if some wacko gets into power over there (wind up like Germany when their economy wnet inot the toilet after the sanctions placed on them after WW1. Russia's economy collapse after the losing the cold war???>> You are guessing that Russia is going to start WorldWar IV? This is a fundament to your worldview? Or is it that a moribund Russian economy will help bring down the world economy...Both seem like real long shots.... <<I don't know.>> Hmmmm..... << Middle east is getting killed cause oil is dropping. If the people get upset in Saudi, you could see a revolution.>> What? C'mon Luc, tell us all you REALLY know about the Saudi government, opposition leaders, economy.............My GUESS is that you are totally GUESSING here! You arguments become especially weak when you start talking about the rest of the world. Looks like you shoot for the hip a lot. Given that world economic collapse is the cornerstone of your investment strategy, can you answer the following: Have you ever lived, worked, studied abroad? Do you speak any foreign languages? Do you possess any relationship to experienced international economic advisers, mutual fund managers, head of state, etc. that have given you data to support your view. What are your mainsources of information? Sorry, Luc, IMO your "worldview arguments" leave a lot to be desired, and I, for one, will need a lot of convincing that you have any more experience than reading the headlines from the USA Today....Sorry, unfair cut at you....Let's just say that I am open to your arguments, as always...