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Politics : Formerly About Applied Materials

AMAT 341.36

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3:59 PM EST

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To: Proud_Infidel who wrote (22638)	8/7/1998 11:10:00 AM
From: Ramsey Su	Read Replies (1) of 70976

Bill McClean commented, ''The market for electronic equipment is healthy and projected to grow at 9% in 1999, up from an anemic 3% in 1998. Short of unforeseen events like a drastic decline in the yen and other factors, the industry is poised to return to its historical growth path.'' Brian, quote.yahoo.com I don't know what McClean considers drastic but could you suggest one or two reasons why the yen will reverse course and strengthens in the foreseeable future? I posted my recent Asian 2 cents on the blood thread. Message 5434318 The threat of a total collapse is real. We tend to concentrate on trade issues between us and our partners. Let us not forget that within ASEAN, trading has just about ceased to exist as we knew it. Every country in the region see huge decline in imports, that means the previous exporting countries are not making any money. Many believe they can export their way to US and Europe to bail them out of their problems. That has not happened. This flood of cheap products have not materialized. My opinion of comments from the likes of Morgan is that they based their projections too much within the industry while ignoring global economic issues. Within the next 12 months, over 3/4 of the world's population may be living under recessionary conditions, many in full depression and some in total political collapse. If you believe that these events would have no impact on our markets, you should be bullish or vice versa. Place your bets and roll the dice. Ramsey

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