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To: Wyätt Gwyön who wrote (31606)	4/16/2003 10:31:46 AM
From: LLCF	Respond to of 74559

Nice summation... thanks. Better buy some more Goldshares... been buying some of this IVANHOE the SI gold guys like as it has it's major asset in China. Double whammy? DAK

To: Wyätt Gwyön who wrote (31606)	4/16/2003 2:23:29 PM
From: carranza2	Read Replies (2) \| Respond to of 74559

Tremendous post, mucho. I wonder where one can track the rate of asset repatriation by Japanese companies/investors? Since it will result in a weaker dollar and therefore lower prices for the external assets, I can see reluctance on the part of the "repatriators" to do so since repatriation lowers the value of the remaining external assets. But, as you wisely say, what are the options open to the Japanese? Asset repatriation is also a step the Japanese could have taken long ago. If it is a (somewhat) rational tactic, I wonder why it hasn't taken place. An example in telecom recently came to the forefront as DoCoMo has said its investment in ATT Wireless, which has been tremendously devalued in the last few years, is "not for sale." Granted, DoCoMo is a special case but it nevertheless seems indicative of a reluctance on the part of the Japanese to repatriate foreign assets. Perhaps others have some thoughts on this fascinating subject that will definitely affect the US.