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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 151.94+1.1%3:59 PM EST

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To: Clarksterh who wrote (5289)5/5/1998 5:53:00 PM
From: Joseph Beltran  Read Replies (2) of 10921
 
Upgrades of semi-equipment manufacturers. Korea situation is getting worse because of upcoming massive amount of corporate debt coming due. Indonesia is critical. (Witness the ever increasing episodes of social/civil unrest in those two countries. Watch for bloodshed soon)) Japan is in the toilet. The most recent measures to "stimulate" their economy will prove to be a waste. Japan is still unwilling to make the hard decisions necessary to truly revitalize their economy. They are still trying to "export" their way out of the mess; they refuse to shut down banks which are carrying assets at values which have no relationship to reality; and they continue to find creative ways (and excuses) to deny foreigners access to their markets. Relatively speaking, Taiwan is in the best shape of all asia pacific countries.

regards
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