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To: fedhead who wrote (158948)8/4/2003 4:14:03 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
don't worry, china will have a meltdown like most emerging high growth markets eventually do and you can get into those if you want. I don't want to deploy a whole lot of money in the chinese market, I don't trust the books. I don't mind a little china in my portfolio but not a majority or anything, thats just me. Well lets hope cisco gives us some good news tomorrow.



To: fedhead who wrote (158948)8/5/2003 10:50:08 PM
From: Victor Lazlo  Respond to of 164684
 
<<. Think SINA, NTES. These are
going to be the internet starts of the 21st century.>>

Sure, they're the new bubble stocks. I read that SINA doesn't even own its website. It only has a contract to operate it.

yikes.


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