Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Worley's W W - Japan and TYC
Date: Sat, 9 Feb 2002 11:32:14 -0600
Next Article (by Date): Re: [CANSLIM] Off Topic: Enron and Concressional Hearings "Dan Forant"
Previous Article (by Date): Re: [CANSLIM] Worley's W W - Japan and TYC "rolf hertenstein"
Top of Thread: Re: [CANSLIM] Worley's W W - Japan and TYC "rolf hertenstein"
Next in Thread: Re: [CANSLIM] Worley's W W - Japan and TYC "Tom Worley"
Articles sorted by: [Date]
[Author]
[Subject]
This is a multi-part message in MIME format. - ------=_NextPart_000_0021_01C1B15D.6BE30700 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Rolf, I'm in a bit of a rush today, so more details later. But, the biggest = "threat" to the rest of the world if Japan goes down is "exported = deflation." Imagine a world where Japan floods the market with autos at = 1/2 the price of an American made model. US business has to "match" to = be able to sell their products. I'll give a more detailed example of the = domino effect that has on the US economy tomorrow when I have some time. Katherine ----- Original Message -----=20 From: rolf hertenstein=20 To: canslim@lists.xmission.com=20 Sent: Saturday, February 09, 2002 10:24 AM Subject: Re: [CANSLIM] Worley's W W - Japan and TYC 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 - ------=_NextPart_000_0021_01C1B15D.6BE30700 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 5.50.4807.2300" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>Hi Rolf,</DIV> <DIV> </DIV> <DIV>I'm in a bit of a rush today, so more details later. But, the = biggest=20 "threat" to the rest of the world if Japan goes down is "exported = deflation."=20 Imagine a world where Japan floods the market with autos at 1/2 the = price of an=20 American made model. US business has to "match" to be able to sell their = products. I'll give a more detailed example of the domino effect that = has on the=20 US economy tomorrow when I have some time.</DIV> <DIV> </DIV> <DIV>Katherine</DIV> <BLOCKQUOTE dir=3Dltr=20 style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; = BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px"> <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV> <DIV=20 style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: = black"><B>From:</B>=20 <A title=3Drolfh@mindspring.com = href=3D"mailto:rolfh@mindspring.com">rolf=20 hertenstein</A> </DIV> <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A = title=3Dcanslim@lists.xmission.com=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Saturday, February 09, = 2002 10:24=20 AM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Worley's = W W -=20 Japan and TYC</DIV> <DIV><BR></DIV> <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> </DIV> <DIV><FONT face=3DArial size=3D2>Read the Erdman article on Japan, = Tom's comments=20 on it and his WWW Japan</FONT></DIV> <DIV><FONT face=3DArial size=3D2>comments. 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? Our exports to Japan aren't</FONT></DIV> <DIV><FONT face=3DArial size=3D2>so large that a slow-down in exports = to Japan=20 would hurt us, or would they? 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> </DIV> <DIV><FONT face=3DArial size=3D2>As for TYC, even though they didn't = announce=20 (press releases) all 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. 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) me thinks. =20 Correct?</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial = size=3D2> Rolf</FONT></DIV></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_0021_01C1B15D.6BE30700-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
Next Article (by Date): Re: [CANSLIM] Off Topic: Enron and Concressional Hearings "Dan Forant"
Previous Article (by Date): Re: [CANSLIM] Worley's W W - Japan and TYC "rolf hertenstein"
Top of Thread: Re: [CANSLIM] Worley's W W - Japan and TYC "rolf hertenstein"
Next in Thread: Re: [CANSLIM] Worley's W W - Japan and TYC "Tom Worley"
Articles sorted by: [Date]
[Author]
[Subject]