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To: GVTucker who wrote (173334)	3/6/2003 3:29:19 PM
From: chomolungma	Respond to of 186894

And while we can go back and forth all we want, I think the end result is closer to my conclusions. (Note in his "winning strategies" is "underweight U.S.".) Yes, he is underweight U.S. I have taken a more direct approach and been short the dollar during its decline. Nevertheless, I believe I am right that the dollar's decline will boost earnings over the coming years and this will outweigh the negative implications of foreigners who are leery about U.S. assets. Remember, even if the dollar returns to its lows of the last 20 years, we are already more than halfway through the decline.