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To: FR1 who wrote (31855)	8/29/1998 9:12:00 AM
From: Windseye	Respond to of 97611

"IMO,to a degree. I watched 5 different programs and all of them pointed out that the banks, although suffering a big loss, were not overexposed, had insurance, etc. None of them said the banks are in trouble. JPM shot up 50% this year and yesterday ended up where they started the year." I was referring to Asian and RUssian banks... not those in the US. I suspect the American firms have been downplaying the quantity of sales in emerging markets as a way of placating shareholders and other concerned parties. I don't disagree with anything you've pointed out regarding Russia, Japan, China and other countries in the world who've had trouble this past year. WHat I am suggesting is that financial writers and analysts need to take the global perspective (the world IS our marketplace) and stop focusing on the seeming "paradox" of "why have the markets fallen when WE are not experiencing high inflation and/or high interest charges?" I suspect the turnaround in the stock markets will be totally dependent upon putting money back into emerging countries via ALL of the different methods. Hopefully this go-around the IMF, US banks, and the US gov't as "investors" in these countries/companies will use more discretion and keep tabs on the quality of the loans and investments. We definitely want as many consumers of American products as possible, either directly or indirectly, and they won't just appear on stage, popping out of a hat. Doug

To: FR1 who wrote (31855)	8/29/1998 8:56:00 PM
From: Dr. David Gleitman	Read Replies (1) \| Respond to of 97611

To add to the potential "Russian threat of militarization" and return to communism. It should be noted that many of their naval vessels are rusting at their home port because of a lack of required maintinence. Parts for their aircraft are in short supply. MiG and Shukoi bureau's R&D are severely cut back in scale. What you have here is a third world country that happens to be sitting on a stockpile of nuclear weapons. An interesting read in the op-ed page of Saturday's NY Times. Perhaps Monday may demonstrate some initial weakness followed shortly after by a major rally. JMHO. David