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 143.23

-2.9%

Nov 18 3:59 PM EST

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To: Ramsey Su who wrote (6159)	7/3/1998 2:02:00 PM
From: Clarksterh	Read Replies (1) of 10921

Ramsey - While not nearly as Sinophilic as you (I trust them MUCH less than I trust the Japanese or Koreans - at least the latter have a healthy respect for the Western world.), I agree that there is little that we can do from the outside to pressure Japan. But you are missing at least one aspect of our inability to apply pressure. Imagine the situations were reversed. Can you imagine the storm of protest if Japan came over to the US tell us how to reform our system (Ooohh! Black helicopters! Free trade=UN takeover!). If it had any effect at all it would probably make us do the exact opposite. The only reason we are getting away with dictating terms in SEA is that they had an obvious meltdown - one that their public could not ignore. And even with that, there is apparently still sizable resentment to the intervention. Given this I would hope that we do very little until they actually ask for help. The worst possible situation would be if we alienated them so badly that even when the major crunch comes they ignore us. Clark

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