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To: Henry Volquardsen who wrote (2298)	12/14/1999 12:19:00 PM
From: Hawkmoon	Read Replies (2) \| Respond to of 3536

Were I nearly as eloquent in explaining my concerns about Japan as you are Henry. I saw a statistic in the Financial Times where they claimed that 1 in 6 Japanese citizens is either in, or near, retirement age. They expect this to increase to 1 in 4 within 10 years. Here in the US we compensate demographically for an aging population through our immigration policies, bringing in younger workers to meet the manpower needs. However, I don't see the same hospitality extended toward foreign workers in Japan, certainly not in the realm of extending citizenship. Japan is a homogenous society and very susceptible to demographic changes. Again, an excellent response on your part. Regards, Ron

To: Henry Volquardsen who wrote (2298)	12/14/1999 12:58:00 PM
From: Lee	Read Replies (1) \| Respond to of 3536

Henry, In restating (and adding too), do I understand your concerns? 1) With large public and pension debts one may question the long-term strength of the Yen because at some point the only answer will be to print money. 2) With large trade deficits and social security debts one may question the strength of the dollar because a weak currency will be needed to offset the weak economy and regain balance. 3) With a more social government and older economy, Europe has untapped (untappable?) potential. Therefore a) Short the Yen and USD, go long Euro? b) Short the Yen, overlook US issues and go long Euro and Dollar? c) Your out to lunch, this is the implication I really mean? Cheers, Lee