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To: MonsieurGonzo who wrote (3455)	8/15/1998 9:41:00 PM
From: Marc Schiler	Read Replies (1) \| Respond to of 11051

Jury, Steve, This is amazing. Do I understand correctly that two of the best dudes are both substantially on the sidelines? OK. So what are your targets for getting back in, or don't you set them ahead of time? I appreciate Jury's list of what you got out of, but several are stocks which seem to be getting close to where I would jump in. I'm down to holdings in CSCO and RMBS, which look healthy, and CAT and ALK, which don't. What do we go fishing for, and when? Steve, your general analysis of the american scene is excellent. There is something important about the health needs of the WWII generation, and the rollover of (enormous) remaining wealth to their boomer children. Thoughts? Regards, Marc

To: MonsieurGonzo who wrote (3455)	8/16/1998 4:10:00 PM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

Quick instant thoughts. It is impossible for most industrial companies to raise prices. Really? When market-share-targets are achieved, when you cannot increase the production-capacity as fast as you could supply, when else would the right moment come? 2 examples: AMD had the best time in his history with K-6, could not produce enough and was not able to ask more than Intel-25%: THIS IS (IMHO) ONE OF THE INDICATORS for the idea, that industry-orientation is the worst we could do. Second example: BA. No competition. Not enough capacity - but price-war?! Steve, your general analysis of the american scene is excellent. That's the poor truth. But the world is wide - and high - and vertical - and historical - and has a lot more themes than that what we can hear from CNBC. What if - some of these sciencists fears come true: 5 m higher oceans (when south-artic-ice would slide and take a bath) But - not so far - who will PAY for these underwater-Chineses and all the other catastrophic scenarios - alone from the last months? IMO it's a typical misunderstanding that ignored costs cannot come back to the bilances. Honest - I think it's time (timing!) to remember a 60th-book from the Club of Rome. We had a long era when we could do something to provoke catastrophes - now the era of paying for that could begin - or am I TOO chicken? Europe is undergoing profound, structural changes. I am bullish on the EU vision. Germany is the bellwether. Maybe. But the more I travel around Europe I feel that - for Europeans - it's enough to know that we are best. 50% more, 70% more - that's not interesting - except in some parts of England, and that's (not yet) Europe. What I want to say: When a European company IS successful, I would not expect that continuous growing like I expect from GE. Americans can't stop running - we can. (I'm proud on it!) We have no idea why anyone would want to blow up our embassies Me too not. But I read an idea - don't remember where: Imagine, some terrorists of your country would blow up a discothek anywhere (...in a banana-republic f.e.) and their government would send plans and let attack and bomb your capitol. The writer of this artic I must stop. K. is hungry. Jury