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 158.70

+1.0%

Dec 5 3:59 PM EST

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To: John Chalker who wrote (4575)	1/24/1998 9:12:00 PM
From: Zeev Hed	Read Replies (1) of 10921

John, I think that you are wrong in assuming thatthe US can pull out Asia out of economic turpor without Japan opening its markets up and stimulating its local economy. It will take too long for the development of additional marketing channels for other Asian products in the US, but these trade relationships exists between the rim and Japan and thus a Japanese rescue of the rim (via an internal fiscal stimulus) is much more likely and necessary. I also think that the recent troubles in the rim have thrown a little monkey wrench in the US slow struggle to get it trade balance a little more in order, so AG will not be able to drastically reduce interest rates. While my turnips are forseeing AG to ease no latter than JUne, I do not think that there will be more than 2 steps of .25% or so and the long term bond will not go much below 5.5%, IMHO. Zeev

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