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 156.06

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12:59 PM EST

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To: Jess Beltz who wrote (5825)	6/12/1998 9:24:00 PM
From: Ramsey Su	Read Replies (1) of 10921

Jess, of all the economies in Asia, I think China has the best plan for surviving and flourishing. It is also the most ambitious. Whether it will work remains to be seen. Korea seems to recognize the problem but is having a tough time. Each step forward is countered by a set back such as a more competitive Japan with a lower yen. The biggest problem remains Japan. One of the text book RTC moves was the good bank bad bank strategy. Take all the good assets from an institution, call it the good bank and leave the junk to the bad bank. The government, or more accurately, the citizens take the hit for the losses of the bad bank. It worked in the US but can it work in Japan. Aren't Japanese banks unrestricted institutions that invest in anything they want? When the bad banks start dumping bad assets, will it depreciate the assets of the good bank and start the downward spiral again? What about this rumored US$100 billion plan that the Japan is about to announce? Is that all for past sins or will there be any money left for some cap investments? Ramsey

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