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To: Dale Baker who wrote (63665)	9/6/2008 10:10:40 AM
From: Robohogs	Read Replies (1) \| Respond to of 118717

We all feel the same way. Terex looks stupid cheap here and I was doing some forced sales late in week due to some overexuberance coming off a pretty good August. Last thing I want to do is get rid of my flexibility. But, it finally got into a range that is stupid. Same for some of the oil/gas plays here. Jon

To: Dale Baker who wrote (63665)	9/6/2008 1:24:01 PM
From: Jurgis Bekepuris	Respond to of 118717

I am not so optimistic about emerging Euro countries. At least in Lithuania, which I know best, there was a huge real estate bubble too with prices now at US level or higher. The only positive thing might be that people bought RE without so much leverage as in US. It is not clear that the rest of economy is in any good shape. Energy inflation is huge, food prices are high. Things may be different in Poland, Czech Republic or Hungary. And of course, Euro companies still gain benefits of cheaper labor in East Europe. However the differential is shrinking very fast. I have some East Euro fund, but I think it is not doing well at all.