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John Jet

05/11/04 3:22 PM

#243212 RE: Zeev Hed #243000

Zeev,

Do you think the correction in China plays has been overdone? Have you ever played the China growth story? Or India? Or Korea? Or do you avoid due to transparency or other concerns?

JJ
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JimQuinceH

05/12/04 6:05 AM

#243506 RE: Zeev Hed #243000

Zeev, I think the market probably hit a Momentum low, on Monday, but not yet a price low. I think the the markets will take another dump, into late next week, then we can get a better rally, starting May 21st or May 24th.

Jim