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Politics : Idea Of The Day

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To: Judy who wrote (15992)	12/28/1997 5:45:00 PM
From: j g cordes	Read Replies (1) of 50167

Hi Judy, Happy New Year... hope you are doing well. This article points to an RTC style solution to Japanese banking problems.. I find it interesting from an institutional implementation perspective. biz.yahoo.com Guess I'm not in my right mind either as I've been buying some drug stocks also... CHIR and to a lessor extent FONR for a long term investment. We seem to be of like minds on further impact from Asian/SKorean/Japan fallout. IMO there is a bright spot within the problem (if I can phrase it that way). The move to 300mm wafer implementation might be more opportune than ever. Pushouts on deliveries of semi equipment will undoubtedly overlay ongoing equipment improvements. Pushed out orders for current or older technology would likely turn into upgraded orders for the newest technology to remain competitive. While orders can be forestalled, innovation cannot stand still.. Jim

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