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To: GST who wrote (97784)	3/29/2000 11:14:00 PM
From: mogwai8myball	Read Replies (2) \| Respond to of 164684

GST, what do you recommend investing in Asia? Japan looks like its ready to rock again (usual suspects like SNE KYO.). For Korea, I'm eyeing Samsung and SKM. LGHLY had a great run in the previous months; just don't know what China's acceptance to WTO will do to it. For speculation, I'm looking at Indonesia's TLK. Oil stocks did OK today. As Asia ramps, isn't it logical to asume that the oil sector will benefit from this?

To: GST who wrote (97784)	3/30/2000 8:56:00 AM
From: BGR	Respond to of 164684

GST, Julian Robertson tried that stunt (buying beaten down value stocks and hoping that they recover). His fund went belly up. Just because several Asian economies are "messed up" (as you say) doesn't automatically mean that they are going to grow strongly. I do not know about you, but I will wait to see structural changes before I start to invest in them (or Europe for that matter). In any case, stocks like SoftBank are hardly "messed up". They are just are liquidity driven as most US "fluffs" and I see that you have not countered that. Neither have you raised the red herring of postal savings, which is under no obligation to stay at home. Good. -BGR.