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also... with its hoard of cash, nintendo might have to take a huge charge (on the order of $600 mln US) next quarter if the yen stays weak. i don't know how they do accounting though... so can't speak more.

nintendo is part of the carry trade to begin with. maybe they've unwound some of their positions, though that's unlikely. there's a chance you can get nintendo at a really good price... after 2Q results if they do take a charge. i don't know if that's how people do accounting though... anybody?



the Wii is an epidemic.