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 144.92

-1.7%

2:40 PM EST

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To: Jim Willie CB who wrote (6385)	7/28/1998 4:27:00 AM
From: Herschel Rubin	Read Replies (1) of 10921

Jim, Superb post. Two other huge negative factors to consider in the economy of the "Setting Sun" nation are: 1) The greying of Japan (the old guard that made Japan invincible in the 80's are fading). 2) Japan's "X-generation" (those in their 20's now) are remarkably different from their workaholic, corporate patriot parents. They entertain thoughts of working at a company for a couple of years and saving money to travel for a few months/years and then working somewhere else -- something unthinkable just a generation ago. Sounds like they want to adapt the self-enrichment lifestyle of the American university student (which means we won't see much empire building from this generation). Instead we'll see self-absorbed consumption which is good for the spirit, but bad for the economy. BTW, my girlfriend is from Japan. It is interesting to see how her accounts of the country are wholly incompatible with our outdated American perspective on Japan. In my view, the country's economy isn't going anywhere for quite some time.

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