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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
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To: Jess Beltz who wrote (4496)1/19/1998 5:08:00 AM
From: GuinnessGuy  Read Replies (1) of 10921
 
Jess,

-you wrote-
"One thing that nobody has really talked about so far is the
possibility that there is a lot of exposure to the Asia Crisis on the part of European Banks that may not yet have reported the damage to their balance sheets, but which may be revealed in the next quarter or two, perhaps with disasterous effects on the upcoming economic union."

That and many others Asian 'things' have been or are being discussed in the 'Asia Forum' here in SI. With your first-hand knowledge and interest in the region I'm surprised that I haven't seen you over there. If you're interested, there is a very lively discussion that begs for your insights:

Subject 18599

Craig
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