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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (4912)	10/19/2001 10:58:22 AM
From: John Pitera	Respond to of 33421

Marcos, thanks for the insights, speaking of the Olympics in Bejing, it was funny to see the Chinese stocks rally the day the Olympics were awarded to China. I've read some reasonably positive things on CHL - CHINA MOBILE HONG KONG LTD ADR SPONSORED (NYSE:CHL) I see the trailing PE being 16 and the forward projected to be 12.

To: marcos who wrote (4912)	10/24/2001 3:40:11 PM
From: John Pitera	Read Replies (2) \| Respond to of 33421

Argentine Economy Minister Domingo Cavallo is currently in the United States. His trip was unannounced and there is even some speculation that following meetings in New York, he will head to Washington to seek more help for Argentina. Cavallo may be pitching a few different options such as dollarization, fresh IMF funding or easier repo facility access. We still think that default is inevitable and have come across reports that such speculation may be exacerbating the run-up in Treasuries. --from briefing