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 (51003)	6/16/2004 6:37:57 PM
From: TobagoJack	Read Replies (1) of 74559

Hello Pezz, <<INTN>> ... don't know about their setup, construct or scheme. I know you are a big boy, know what you are doing, especially with the mechanics of the market and the theories of exchange. I know China, relative to you. ... and, generally ... (a) each China story is sexier than the next (b) most end in tears at some point (c) many have JVs with partners that look good on paper (d) exclusivity is mostly meaningless (e) exclusivity is at times dangerous (f) 20% allocation sounds high (g) run, when you need to (h) the daily trading volume seems low for quick runs Chugs, Jay

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