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To: Joe NYC who wrote (11244)6/7/1998 10:04:00 PM
From: Ramsey Su  Respond to of 152472
 
Jozef,

my eyes are blurry now from reading all day. My brains, still filled with thin air from high attitude, is having a tough time digesting real world information.

With all the good news, I thought for sure my jinx would end with this vacation.

It sure looks like bad news everywhere. The biggest problem is probably the totally unjustified demand on the US$ and US$ denominated investments. Now that the yen is allowed to fall, we may be looking at Asia turmoil Part III.

I think it is once again time to focus on cash vs equities instead on individual stocks.

Ramsey



To: Joe NYC who wrote (11244)6/8/1998 12:07:00 PM
From: kech  Read Replies (1) | Respond to of 152472
 
Notice how the stock doesn't start to go back after the Ramsey Su vacation effect until Ramsey has asked for an explanation of the downdraft. Only once he is informed, does the stock start to go back up.
Proposition 1) Keep Ramsey in San Diego and/or informed at all times.


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