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Strategies & Market Trends : JAPAN-Nikkei-Time to go back up? -- Ignore unavailable to you. Want to Upgrade?

To: borb who wrote (3097)	7/25/2002 5:09:57 PM
From: Crossy	Read Replies (1) \| Respond to of 3902

Borb, agree on dot.com bubble. That looked unsustainable. The Nasdaq valuation was pretty much based on an implied CAGR ratio in the 30-50% area. If that held true the valuation would have been justifyable. It wasn't so it had to come down. The accounting scare comes on top of that. Let's see.. rgrds CROSSY

To: borb who wrote (3097)	7/25/2002 5:54:29 PM
From: Real Man	Read Replies (1) \| Respond to of 3902

Stock market, credit, real estate, and US dollar bubble such that history has not seen. 1.5x greater than Japan (Stock market bubble, not real estate), with similar consequences. I plan to start investing in Japan (dollar-cost average) as soon as US has its act so sick that the Japanese have to withdraw their cash and fix their system. Exporters such as Sony, Toyota, Nissan, Honda, or Toshiba will be hit very hard if yen strengthens against the dollar. So risks are still huge. I think the Japanese mess can still go as low as 5000. However, this is nothing compared to the eventual upside potential once "the bottom" occurs.