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To: Ramsey Su who wrote (6641)	8/13/1998 12:34:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Ramsey, Re: The great Abby Cohen just announced that Asia impact on US GDP is muted (whatever that means). So your huge drop in business, layoffs, reduced backlogs, etc are just imaginery. Asia is all fine and you will be receiving billions of orders any second now. I don't think that's what she means. She is merely saying that the net effect on the US GDP is less than what the market is currently worrying about. She is no way saying things are going to smell like all roses. BK

To: Ramsey Su who wrote (6641)	8/13/1998 1:30:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 10921

Ramsey, There is great divergence of opinion about how much risk we are facing around Asia. No one is sure what the ramifications will be either in Asia or the U.S., so there is a lot of worry being acted out in the markets. Since Americans tend to ignore much of the rest of the world as much as possible, I appreciate being able to come here to "the Cave of the Bear Clan" to see some of the concerns. One possibility I've heard discussed is that further Asian weakness will increase the ability of American businesses to buy into Asia on the cheap much the same way Japan was able to buy a heavy investment position in the U.S. when the dollar was weak. It may be at very heavy cost to American workers, but it could provide some stimulus for the Asian economies while providing a boon to the companies able to capitalize on it. Baird