Sunday, October 14, 2007

14 Oct 07 - Uncle Lim seminar

recommendation:
1.Freight Link - MA 2 cross MA 8
2.Nera
3.YJZ - explode in Jan 2006
4.CAO
5.Celestial
6.Baker Tech

Hot money flows into Asia
Hot money will flows around
now looks like 1987 sideways for awhile and then gap up again
close relationship between Hot money and exchange rate
hot money will flows back to US next year

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