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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (19284)	5/24/2002 4:31:35 AM
From: Snowshoe	Read Replies (1) \| Respond to of 74559

Caterpillar and Komatsu should do well. Good. I own some CAT. I figure they'll sell a lot of stuff to the gold miners. And also to the people who dig the holes in the ground to build the vaults to store the gold that the miners dig out of the ground.

To: TobagoJack who wrote (19284)	5/24/2002 12:33:24 PM
From: ild	Read Replies (1) \| Respond to of 74559

Interesting thought: <<<Wouldn't the demand for dollars soften in East Asia with the huge trade surplus with the US every year? This is also probably many years away, in my view. Chinese in Hong Kong and Taiwan hold thousands of dollars per capita in foreign currency deposits. The figure is merely US$100 in China. The development of China could increase demand for dollars in East Asia by US$2 trillion over the next 10 years alone. >>> morganstanley.com