Re: [CANSLIM] Worley's W W - Japan and TYC

From: "rolf hertenstein" <rolfh@mindspring.com>
Subject: Re: [CANSLIM] Worley's W W - Japan and TYC
Date: Sat, 9 Feb 2002 09:24:44 -0700

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I'm just trying to understand a couple issues raised a bit better.

Read the Erdman article on Japan, Tom's comments on it and his WWW Japan
comments.  What real impact would a Japanese crash have on our economy?
Do U.S. banks have big loans to Japanese corps?  Our exports to Japan =
aren't
so large that a slow-down in exports to Japan would hurt us, or would =
they?  With
a falling yen would Japanese exports get so cheap that nobody would buy =
our
goods?

As for TYC, even though they didn't announce (press releases) all =
acquisitions,=20
they were still properly reported in quarterly reports I believe.  So =
this is sloppy PR=20
perhaps but nothing wrong (illegal or misleading) me thinks.  Correct?

 Rolf

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<DIV><FONT face=3DArial size=3D2>I'm just trying to understand a couple =
issues=20
raised a bit better.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Read the Erdman article on Japan, Tom's =
comments on=20
it and his WWW Japan</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>comments.&nbsp; What real impact would =
a Japanese=20
crash have on our economy?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>Do U.S. banks have big loans to =
Japanese=20
corps?&nbsp; Our exports to Japan aren't</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>so large that a slow-down in exports to =
Japan would=20
hurt us, or would they?&nbsp; With</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>a falling yen would Japanese exports =
get so cheap=20
that nobody would buy our</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>goods?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>As for TYC, even though they didn't =
announce (press=20
releases) all&nbsp;acquisitions, </FONT></DIV>
<DIV><FONT face=3DArial size=3D2>they were still properly </FONT><FONT =
face=3DArial=20
size=3D2>reported in quarterly reports I believe.&nbsp; So this is =
sloppy PR=20
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>perhaps but nothing </FONT><FONT =
face=3DArial=20
size=3D2>wrong (illegal or misleading)&nbsp;me thinks.&nbsp; =
Correct?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>&nbsp;Rolf</FONT></DIV></BODY></HTML>

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