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To: Joan Osland Graffius who wrote (75684)	3/5/2001 2:49:47 PM
From: marginmike	Read Replies (3) \| Respond to of 436258

If you look at the Australian index charts its one of the few markets near new highs. I was very surprised. I own fax as well and will look at IFX

To: Joan Osland Graffius who wrote (75684)	3/5/2001 4:05:53 PM
From: NOW	Read Replies (1) \| Respond to of 436258

Any thoughts on whyAusie dollar will recover Joan? Besides US dollar being overvalued?

To: Joan Osland Graffius who wrote (75684)	3/12/2001 7:29:33 AM
From: valueminded	Read Replies (1) \| Respond to of 436258

Joan: Ref: Fax. I have been following and am awaiting the dividend cut before I enter a position. Imo, it is almost a sure bet as about 1/2 of the current dividend is return of capital. Additionally, have you been following the credit quality of the bonds they hold. I noted over the last month a pretty significant detioration in their bond quality with a marked increase in their bbb or worse rated positions. Does that concern you ? I agree about the future of the Aussie dollar fwiw, but am shying away from establishing a position until the march (i believe) meeting where a dividend cut should be recommended. imo. thanks