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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (7361)	11/1/1998 2:12:00 PM
From: Sam	Respond to of 9980

Some warnings on China from the Semi equip thread: Message 6242521

To: Ramsey Su who wrote (7361)	11/1/1998 7:25:00 PM
From: Dayuhan	Read Replies (2) \| Respond to of 9980

Philippines in line to be the first recipient from the Japanese package: 208.240.90.97 Espiritu said he was confident Japan would choose the Philippines as the first recipient of the so-called Miyazawa package, which is intended to be released on a first-come, first-served basis. ''They approached us first during the International Monetary Fund-World Bank meetings in Washington,'' he said. Interesting to note who approached whom. Seems to me an odd way of doing business, but what do I know? More on the state of the Philippine economy, for those who care, at: 208.240.90.97 208.240.90.97 208.240.90.97 208.240.90.97 Steve

To: Ramsey Su who wrote (7361)	11/3/1998 8:39:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9980

<< With even lower earnings projections now and a relatively similar price level, how over valued is the market today? I see a big bubble and wondering where is it going to burst? Could it be Brazil, China, Korea, Japan, all of the above?>> To raise another question, is what Robert Rubin has described as the worst financial crisis in 50 years so easily resolved by a half point cut in the US and a few cuts overseas? If so, Rubin was clearly wrong in his assessment. Z