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 159.13

-4.4%

Nov 11 3:59 PM EST

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To: Gottfried who wrote (10489)	7/18/2002 2:33:24 PM
From: Jim Willie CB	Read Replies (2) of 10921

I understand the semicond trends but that was all in the rising dollar world econ envmt we are no longer in that envmt that is principally why so much forecasting gets snarled a declining dollar envmt changes EVERYTHING it makes our entire debt-based economy more difficult to fund with the lost grease comes much more grinding all trends have now seen a sea change they mostly can be attributed to broken US asset bubble, declining dollar, and rising debts I hear you and respect your data but how does your world change in this new envmt? Europeans expect the dollar decline to resume very soon will Asian suppliers be able to hold back in price rises? / jim

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