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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

Nov 26 3:59 PM EST

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To: MR. PANAMA (I am a PLAYER) who wrote (26010)	12/21/1997 9:12:00 PM
From: Earlie	Read Replies (3) of 53903

Grim: Agree wholeheartedly with respect to the value of "on-point" contacts. Have some but never enough. Everything I see or hear out of China makes me break out in a deflationary sweat.......40% excess capacity, millions about to be turfed out of antiquated state-owned companies, a shaky at best banking structure, massive and elderly inventories, and above all else, the second largest U.S. treasury holding in the world. Not sure the Fed is enjoying this "close encounter of a different kind". I worry that China will feel the need to devalue their currency again. India is experiencing its own early stage currency pressures.....doesn't look or sound nice Best, Earlie

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