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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 143.23-2.9%Nov 18 3:59 PM EST

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To: Jess Beltz who wrote (6001)6/24/1998 7:32:00 AM
From: Gary Burton  Read Replies (2) of 10921
 
Jess---I enjoy reading your notes. Very thought provoking. My trader's sense somehow is telling me that Hashimoto is going to surprise many by announcing a credible and effective plan and that the market there is going much higher as a result, My sense is that we are all being lulled into a false apathy that they won't really do anything--particularly the West which is telling itself that that the Japanese don't have the stomach culturally to take bold steps. My gut is somehow telling me that we are in for a surprise on that score. Just my 2c
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