Keith Watanabe * NET 2.0

Mostly over the concern of the housing bubble starting to really smash up.  Fortunately, it's not technology this time that's going to get killed, but more of an internal market thing specific to America.  Two benefits (at least for me) are 1) lower dollar value, making my yen stronger (huge drop this past week); and 2) more affordable housing.  I still think the housing is outrageous in cost, so it'll probably take at least 2 years before the price of good homes drop to a reasonable level (e.g. a $500k house in LA moving to $300k).  In the meantime, the best thing to do is start saving up for property.  I'd like to be able to put a few down payments on condos in Las Vegas.  I'm a firm believer in long term investment when it comes especially to property.  It's really a simple formula: more people on the earth = less land.  I don't care what people have been telling me about Vegas in particular; it's cheap land with potentially high value, especially as Vegas itself continues to build up.  Vegas just needs another industry to make it worthwhile living there.