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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (25362)1/11/2003 7:54:08 AM
From: longdong_63  Read Replies (2) | Respond to of 36161
 
Kastel,
One thing on China...I agree but if the dollar crashes it will hurt China also. Were their largest customer besides themselves. LOL! I believe they will be the leader coming out of this global downturn...the tide turns.



To: Cogito Ergo Sum who wrote (25362)1/11/2003 12:26:14 PM
From: Bert  Read Replies (1) | Respond to of 36161
 
Hi Kastel,

Agree with you on the China thing...not pumping here, but I'm heavily into SSPI, a Canadian company with great tech defense connections and contracts, as well as excellent exposure to the China telecom market via UTSI. SSPI is into signal processing, which has great growth potential going forward. It's being accumulated now...bottomed 2001, tested 2002...now...

Bert


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