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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (75355)	3/4/2001 10:57:47 PM
From: NOW	Read Replies (1) \| Respond to of 436258

Gets back to my point: can they repatriate capital to shore up the home front without causing the Yen to rise? By the way, you own any NG equities?

To: LLCF who wrote (75355)	3/4/2001 11:49:59 PM
From: patron_anejo_por_favor	Respond to of 436258

<<think they'll bail if the yen is tanking though???>> Certainly would make sense to. It would 1) strengthen the Yen (at the ClownBux' expense, but so be it), and 2) help deleverage their balance sheets which would make enormous sense if they are really approaching the bottom of their cycle and trying to get the bad paper written off at last. It makes more sense to do it now before the bulk of US assets (fixed income and old economy equities) take the long plunge off the bridge. Of course if they had been "doing the right things", they'd have been out of this mess long ago!