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 156.00

+0.6%

Nov 28 9:30 AM EST

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To: Jess Beltz who wrote (5823)	6/12/1998 8:37:00 PM
From: Ramsey Su	Read Replies (1) of 10921

Jess, long time no talk, I thought you are on your way back home to hoosier country. It wasn't that long ago that someone was complaining about too much Asian talk on this thread, as if it is off topic. Reality is finally setting in. Asia is not only killing the semi-eq sector but putting a damper on the bull run this year. What do you see as the possibility of an RTC type rescue in Japan? I was involved in the real estate side of the S&L fiasco and made my living off that misery. Despite the fact that RTC is the most poorly ran corporation in my experience, in hind sight, I have to say that the inefficiencies are excusable. It might have cost the taxpayers billions more but it did stabilize a very important component of our economy. Does Japan have the political infrastructure for an RTC? May be it is a buy signal but I am just about as pessimistic as ever on this group. The Asian problem, given time, will work itself out. Unfortunately, getting out of the frying pan takes them right into the fire - the Y2K "crisis". I am not sure what will happen but it seems to me that capital may be drained to a point that no one worries about investing in the future. So what if Moore's Law is postponed a couple of years. It is not as if the world lacks capacity to produce all the chips we need for the forseeable future. Senator Bennet, the Y2K man in Congress, was mumbling something the other day, about the fact that Asia is not dilligently pursuing the Y2K problem. What do you think? Do they have a problem? Ramsey

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