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 162.77

+2.6%

Dec 8 3:59 PM EST

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To: Ramsey Su who wrote (6180)	7/4/1998 12:08:00 PM
From: Zeev Hed	of 10921

Ramsey, I would not worry about any of this green coming out "en masse" at once. First, over the next twenty years, I expect additional countries to go from time to time into the "less than stable" currency situation (it seems as if SA is joining the club rapidly), thus providing demand for those greens that will be ejected from countries where greater stability returns. Furthermore, even when stability returns, it is not perceived by all that rapidly, so the process of "dedollarization" if it happens, will be slow and quite absorbable within the required growth of our own money supply. Zeev

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