Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 164.73

+1.2%

1:37 PM EST

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To: Jess Beltz who wrote (4496)	1/19/1998 9:31:00 AM
From: Mason Barge	of 10921

Thanks for the onsight analysis, Jess. I saw the big surge in Asian markets last night -- all of the little guys were up 5-10%. However, currency weakness continues, and the rupiah was way down again! We agree on the one probable prediction here - it's going to continue to show instability. One factor complicating US and IMF attitudes toward the region, especially Japan, is foreign policy towards China. China is now selling new-generation military systems, such as fighters and missiles, to Russia -- what a role reversal! It is now the only credible military threat to the US and could play absolute havoc with the world economy if it became more aggressive towards Taiwan. The US attitude towards Japan is very skewed by the need for a strong military ally, both as a source of bases and as a source of economic partnership for emerging countries. Also, Japan has put together a reasonably strong military (in technical violation of the WWII treaty -- shades of Weimar Germany!) I think this is why the US continues to accept Japanese protectionism and other corrupt financial practices, which would otherwise be sanctioned strongly.

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