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To: John Pitera who wrote (33995)4/16/1999 12:08:00 AM
From: Lucretius  Read Replies (2) | Respond to of 86076
 
I still think you have to factor in the effect of a US recession.. we are the ONLY drivers of demand right now.. once we tank.. not only will our demand shock hit.. but Asia will experience Crisis part 2 and Europe will experience part 1.

the problem is too much credit and too much capacity. you don't make that better by running a printing press...

you could be right though.. we'll see