Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Little Joe who wrote (20996)	10/30/2002 9:14:06 PM
From: terry richardson	of 36161

Joe: Re: China is really a basket case and about to collapse setting off worldwide deflation. His argument made a lot of sense if you accepted his underlying claims that 70% of all chinese bank loans to domestic businesses were were in nonperforming status Sorry can’t help you there... yet, but am currently looking for US listed tech companies who have moved to China with their manufacturing from other low cost areas. Figure that if there is a melt down to more reasonable P/E ratios they will stand a better chance going forward. But not looking at investing in them yet. Just want to be ready when the time comes. Surprised to see just how many have done so. Kind of have a timetable (hope) of jumping from golds as they go higher into tech and offshore services in a melt down. Also figure that with the Yuan being tied to the USD as the USD corrects those companies will do well in the recovery (well ya gotta fantasize occasionally guys). Would be interested in what you learn though. T. EDIT: Now there's an omen 21 used to be our street number when I was a kid.

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