Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 224.00

-2.0%

9:50 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (17648)	3/13/1998 12:20:00 AM
From: Clarksterh	Read Replies (1) of 70976

GM - Japan in recession has not bothered us too much the last 7 years they've been in it. NOW it is supposed to impact the US greatly. Could you explain why, please. Although I agree with you that Japan's being in a recession is not a catastrophe for the US, a full blown depression would be. (A huge percent of our exports go to Japan.) And, although I think it is unlikely, it is possible that something will tip them into that state. For the last 7 years they have been edging ever closer to an unknowable precipice, and no one knows when they will slip over. Hopefully they fix their system before then, but ... . Thus, I think the SEA crisis is unlikely to send us into a recession, and is likely to have only a short term effect on semiconductor equ sales. However, if China, or especially Japan, fall off the cliff, we might have some problems. JMO. Clark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next