Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (36271)	7/21/2003 2:00:14 AM
From: TobagoJack	Read Replies (1) of 74559

Hello Pezz, Today’s Report: I have just added to my existing China Mobile finance.yahoo.com position at HKD 21.3/shr and established a China Unicom finance.yahoo.com spot at HKD 5.65/shr. I think it is still early days before their implicit value are recognized in an explicit fashion. Shares and options are available in the US (CHL and CHU respectively). Logic? Besides simple allocation to emerging/China market, I applied typical Chinese math;0) you know, where if each of the 260 mm Chinese subscriber uses one more minute per month, that would be so many cents in my pocket:0) Chugs, Jay

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