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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Square_Dealings who wrote (52021)	5/24/2000 11:19:00 PM
From: Techplayer	Respond to of 99985

michael, I agree. here is an interesting essay from 2/14, before the market decline. the telecom industry was then trading at a PEG of 2.08. I wonder where it is now...Chinese business will likely increase it during any sustained rally now since it is an industry most likely to benefit. tp flexfunds.com

To: Square_Dealings who wrote (52021)	5/24/2000 11:52:00 PM
From: el paradisio	Read Replies (1) \| Respond to of 99985

Michael, from a short perspective,that should help but thinking long term...do you see any danger? China has already GDP 8% and it will go even higher. Japan can go into recession and that can create another problem. el

To: Square_Dealings who wrote (52021)	5/25/2000 12:09:00 AM
From: Stephen	Read Replies (1) \| Respond to of 99985

Japanese & European companies have established offices in China over the last 10 years. These all operate at continued losses and any operating profit that eventually does originate will not be transferable out of the country as the domestic yen will remain a restricted currency and China will not allow the undermining of their currency and the loss of their 'tradable' dollars by any domestic exchanges. It will take many years (decades .. or if ever ..imho) before any companies investing there will get any return ... in fact it will negatively impact their earnings as they sacrifice dollars to get their foot in the door.... which will negatively impact earnings. Nice concept ... shame about the reality .... Stephen