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To: que seria who wrote (36942)	8/2/2003 9:11:46 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi que seria, <<Chinese paper company>> As you can see from my China Watch List achamchen.com , I do not pay too much attention to Chinese manufacturing companies (with the single exception of Shanghai Industrial, which may become a dominant global auto parts supplier, along with many other things, plus a large real estate holder, toll road operator, etc). My reasoning is simple: (a) all manufacturers in China of all things are operating in a tough global and intense local environment, running in place, suffering from death-level discount, and competitive doom by a thousand nibbles; (b) shareholder will share much wealth, when they are generated, with many stakeholders; and (c) given the 1920s stage of development, management tend to do wild diversification and lose mucho money after expending a lot of energy. Chugs, Jay