Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gumnam who wrote (36337)	7/20/2003 4:31:48 PM
From: Seeker of Truth	Read Replies (2) \| Respond to of 74559

I didn't say that the Chinese government is or will be making capricious decisions, though of course one can't rule it out. My point is that it would be folly to let one toll roader get extremely rich to the detriment of the whole economy. One would expect any government to react to such a decision, by allowing others to compete or to compete itself with alternate toll roads or railroads or water routes etc. So I approach investments in monopolies with trepidation. That was my only point.

To: gumnam who wrote (36337)	7/20/2003 8:06:49 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Gumnam, Malcolm is a friend whom I actually had the good fortune of meeting during the crazy days of Softbank trajectory-ing ever upward. He is a gentleman whom one would instantly identify as a kind man upon encounter, and lived through what everyone would consider an unique experience. He may share it one day on-line. His question about the Chinese government is, I do not need to guess, due to his experience. I agree with you on governments and their dictates affecting corporate/private fortunes, and I am sure recent trust unit holders of Paramount Energy agree with you as well:0) On the road companies vs trucking companies in China, a compromise will be worked out when necessary, because as all matters in China, they are counter-balanced by anti-matters. Having been reminded by Barron's of the 'outrageous' valuation of Sina, Sohu, and China.com, I will probably add to my China Mobile (CHL) and start a China Unicom (CHU) position today and tonight, in Hong Kong and in the US, by going long and perhaps by shorting puts. Chugs, Jay