Academy of MARKET
INTELLIGENCE (AMI, http://www.mkintel.org/) Monthly Brief
aUTHORED BY dR. tOM gROOMS
November 2003
No. 024
“A Business Intelligence Hypothetical Example”
Part III of V
The Foreign Minister of Vietnam, Who Is in Washington to Discuss Other Matters and Is Scheduled to Meet with the
President at 11:00
A.M.
Today, the Foreign Minister of Vietnam is
seeking urgent council with the President of the United States. The President and his
National Security Council will be preoccupied with the crisis in Poland. While we expect this meeting to go forward with our 11:00a
meeting, we must anticipate that the meeting will be shortened, perhaps to half
an hour from the one hour we have been promised. The U.S. State Department undoubtedly will
offer you a briefing on the situation and would look kindly on a public
statement by condemning the rioter's in Warsaw and
surrounding areas in Poland.
We believe you should anticipate an informal
request by Sate to postpone your planned request for a change in U.S. tariffs to permit more Vietnam rice and textiles into the United States. In sum, we believe the
Americans will be too distracted to deal seriously with this issue today,
despite its great importance to both countries.
The Chairman of Liberty Industries: A Dallas, Texas-Based
Manufacturer of Heavy Machinery
This mess in Poland could throw a monkey wrench into our deal with the Polish. As you know, we are now in a fix with the
final stages of negotiating a $700 trillion contract for export of our newest
line of down-hole tubing, drill bits and pumps, which the Polish want for their
oil and natural gas lines, which are to run through Poland and splinter to Germany-France-Spain and Belarus-Russia-Kazakhstan-China. Up to now Washington has been very clear on the matter that we will get the necessary
export licenses. But now it is possible
that the United
States
will put economic sanctions on Poland, and our export license application could get caught in a squeeze
and suspended indefinitely. Our people
are scrambling to get formal approval of our export license before any
sanctions can be announced. I am
personally flying to Washington this morning for a meeting at the Commerce Department late this
afternoon to discuss the urgency of the matter and its geopolitical
ramifications to our two countries specifically and to all countries in
general.
Since we are hoping to use this contract as a
wedge to open up the Polish market for our down-hole tubing, drill bits and
pumps, losing the deal now would cost us more than just the value of this
contract, not to mention the geopolitical economic relationships between our
country and all related others. No doubt
our Chinese and European competitors would be more than willing to supply the
down-hole tubing, drill bits and pumps if we are forced to drop out and abandon
this project. Thus they would have the
best shot at servicing the entire Asian and European market. Now it is up to our Market Intelligence unit to
protect the firm from possible internal and external sabotage and infiltration
from disruptive and destructive influences.
The Managing Director of Grooms-Rogers, a Wall
Street Brokerage House
The price of gold is already up $1,000 per ounce
in London and Zurich, and when the markets open here in New York we are anticipating an even sharper rise. In previous situations like this - for
example, the crackdown on multicultural-solidarity antiglobalization in Poland back in 2031 - the stock market has responded by dropping fast,
then recovering slowly over the next several months. Already this morning there is talk of U.S. economic sanctions against Poland. That would hurt companies
like Liberty Industries, which have been exporting heavily to Poland and the other strategically aligned states. Their stock markets will probably take it on
the chin this morning. Happily, we had
dumped our shares last month.
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