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Technology Stocks : THQ,Inc. (THQI)
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To: Sigmund who wrote (6167)6/19/1998 10:54:00 AM
From: Bleeker  Read Replies (2) of 14266
 
It's interesting that a large number of venture capitalists have
pumped funds into Japanese real estate in recent months: perhaps it's
a sign that real estate prices have stabilized in Japan or certainly the
$/yen around 145. Japanese blame foreign investors now for buying
real estate at these depressed levels.

I'm equally optimistic about Japan and the G7 meeting this weekend.
Some are speculating that we may see the seeds of an accord as big as
the 1985 Plaza but it will take a few months for us to really know if
the yen's bottom is close to 150. I have a feeling it is and while I
don't think the fundamentals warrant a huge devaluation of the $ yet
like the Plaza Accord did, the Big Mac index doesn't lie in the long
run.

Perhaps more real estate capital will have to be destroyed as you
say. But I think this is a good time to shop for equity in Japan.

It's worth exchanging notes about Japanese ADR's, especially those
with heavy export exposure and perhaps those in the interactive
software or entertainment industry (Nintendo, Sony, Sega). Does
anyone have any company ideas or track these companies closely?

p.s. Sigmund, I hear Ayn Rand's the Fountainhead is censored at the
New School and that Marquis de Sade is required reading. I hear the
women there are more than just sharp, radical thinkers. Is it true?

Bleeker
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