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To: Ian@SI who wrote (6554)	8/9/1998 6:26:00 AM
From: orson sanderson	Respond to of 10921

Ian and RAmsey, YIIHAA... everything is ok in the world. long live abbey. let's pooh pooh asia malaise and acampora. heck, why not. in any case, let the end of the year speak for itself. sorry, no data. :)

To: Ian@SI who wrote (6554)	8/9/1998 11:30:00 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 10921

Ian, Well, let me say, "What troubles me is your comments about Abbey are never followed by reasons, data and facts that substantiates that opinion." you obviously do not read any of the posts on this forum, the Asia Forum, the AMAT forum and others. I play only a small part on this team effort but this subject has been covered, analyzed, discussed in great details, using facts and figures from every available source. This is a free country and you are more than welcomed to take any one person's word as gospel. People are very easily swayed. Afterall, Clinton still has an approval rating of over 60% simply by taking credit for everything in sight. For example, most of the US economy is internal to the US (about 85% I believe). Most of the rest is with Canada, Mexico, Latin America and Europe. The portion that is due to the FarEast has not just disappeared. In fact, in some countries, it continues to grow. If the current crisis is contained to the Far East, then I would fully agree with AJC that "...the menace of the Asian economic crisis and the rise in the dollar have been overblown." You may want to do a little home work and repost your above statement. I do not want to comment on the above because it is so ambiguious and generalized. It does confirm my theory that the bullish camp have not looked into situation in as great a detail as the bear camp. The global economy has grown since the beginning of time. In recent years, (the last couple centuries), growth occurs in 3 out of 4 years approximately. Another way to state that is that Bulls are right 3 times as often as bears. Again, if you had paid attention to the Asian turmoil, you would have realized that uncontrolled growth in Asia is at least part of the reason for the current crisis. Over capacity is not only a problem for the chip industry but also anything from DD to underwear. History may be interesting and educational, the future is what determines my rewards. Ramsey