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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Ron Bower who wrote (4921)	6/28/1998 4:42:00 PM
From: Worswick	Read Replies (1) \| Respond to of 9980

Absolutely! That is it in a nutshell, your "prisoners dilemma" that you set forth here Ron. Collapsing liquidity. Collapsing demand. Political uncertainty. Very well done and succinctly put. Bravo to you. It all sounds like my old newspaper route when I was a boy. My best, Clark

To: Ron Bower who wrote (4921)	6/29/1998 9:31:00 AM
From: Lee	Read Replies (1) \| Respond to of 9980

Ron, "They have the capital available, but there is no point in further investment until everything settles down. The hope of this man's company is that stability will bring demand to former levels with some foreign competition gone and others unable to expand. In the meantime, they must do what they can to ride it out and put more emphasis to generating sales in the domestic China market than they had in the past." That is one of the better outlooks I have seen on China. Cheers, Lee