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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: bozwood who wrote (24193)	9/30/2004 10:24:38 AM
From: TH	Respond to of 306849

bozwood, I fear you are correct regarding the Euro. To make matters worse, three of my four primary competitors are Japanese (damn they make really, really good stuff!) and the Yen never seems to strengthen. If the Dollar would weaken against the Yen, then I would have games still to play at Dollar/Euro $1.30. My current position is at both the top and the bottom of the supply chain. This sounds bizarre/impossible, but its true. I do advanced design and development directly with the OEM, but then supply my product to T-1's, T-2's, and sometimes T-3's. I like to think of my company as both the nose and the tail of the dog. We sniff out the business and later, well you get the picture -g- My previous position with with the big dog, JCI. Little fish in a huge pond, so I found a new pond where I could scare the other fish. Much more fun. We have to short those homebulders, but traders 100 times more skilled than me have made the choice and probably regretted it. Soon it may be a much clearer choice, even if that first big wave is missed. Thanks for your thoughts and good trading. TH