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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Mike M2 who wrote (60130)	5/21/1999 11:30:00 AM
From: BGR	Read Replies (1) \| Respond to of 132070

William, What about the excess capacity in Europe? -BGR.

To: Mike M2 who wrote (60130)	5/21/1999 6:26:00 PM
From: Fred B.	Read Replies (1) \| Respond to of 132070

William, I disagree with the notion that easy monetary policy of the Asian Tiger countries is the sole reason behind excess capacity. A lot of it has to do with technology also. As to the "bubble" discussion, in a post to michael I expressed my views on the differences of 80's Japan and 90's U.S. The only thing I add to that here, is that Japan's bubble started with its real estate market and its banks. That is why I monitor the real estate market very carefully. If you throw out New York and San Fran., I simply don't see the alarming signs yet, as evidenced by the performance of REITs. Fred