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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: F The who wrote (10075)6/16/1998 1:05:00 PM
From: BelowTheCrowd  Respond to of 18691
 
My point was not that there isn't commercial exposure (which some of the bulls have been saying) but rather the emphasize that this is just part of the picture. While CCI's commercial loan exposure in SE Asia is difficult to quantify at this point, they clearly have considerable consumer exposure as well as issues with their formerly-profitable fee-based services.

IMO, a good long term short despite the merger.

mg


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