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To: Roderick Francey who wrote (14597)	7/17/1998 2:38:00 PM
From: RagTimeBand	Read Replies (1) \| Respond to of 116762

Re last weeks Wall Street Week program: >>Basically, they all agreed that the Asian crisis would take approx. 2 years to recover, and European markets would outperform U.S. markets.<< One of the few times I've missed WSW. Based on what you've said I'd be willing to guess there was no discussion of Y2K and the effect it would have on the European (and Russian) markets. IMHO all forecasts of future markets are null and void if they haven't included Y2K in their calculations. And since there are so many unknowns about Y2K, the final conclusion has to be all forecasts are null and void. Regards - Emory

To: Roderick Francey who wrote (14597)	7/17/1998 2:59:00 PM
From: epicure	Read Replies (1) \| Respond to of 116762

It doesn't take a conspiracy for a subject to be ignored. Look how long Asia was ignored- that wasn't a conspiracy, it was just indicative of a failure on the part of most analysts to grasp the implications of the Asian situation early enough. Russia and China are both under-analyzed -imo. The recent volatility in platinum, every time Russia hiccoughs, tells me there are a lot of other folks uncertain about Russia as well. The whole region of the former USSR has huge systemic social and economic problems- I am not sure anyone has a handle on how they will play out. And most people don't even want to think about it- hence the lack of discussion.