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 151.94

+1.1%

Nov 25 3:59 PM EST

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To: Joseph Beltran who wrote (6568)	8/10/1998 4:33:00 PM
From: Jim Willie CB	Read Replies (2) of 10921

Abby Joseph Cohen has been under tremendous pressure not to de-rail the bull for several months now... she is certainly fallible... she seems to ignore disproportionate Asian effect on certain sectors, esp important sectors that oftentimes lead market out of slumpy times... like tech sector when Cohen issues an unequivocal negative opinion on the bull, she is all too aware of the huge market reaction... BusWk feature article in May issue reported that she might indeed be gunshy in changing her view of the bull... she may be married to the bull hey Ian, iif the past was a great teacher in economic history, how would anyone have expected the fall of the Iron Curtain? the unleashing of one billion people from the "second world" of communism into the world's competitive economies? the US Depression itself? ... my point is simple -- ASIA IS A BLACKHOLE ... we may not have seen this before... a good student of economic history might at least search for US Depression 1929 effect upon Europe... it was big and bad... no examples in history for developing nation depression upon developed stronger nation's economy if you think the Asian economic problems are no different from previous challenges, take a hard look after the disintegration of Indonesia, the class civil war in SKorea, the next Tianamen riots by Chinese unemployed ...... all coming to CNN for you they will have a profound effect on the US economy after it slows down on its own, from lack of qualified skilled workers, lack of need for a third refrigerator, lack of desire for another lakeside cottage, lack of desire for replacing that 166mhz PC, lack of profits by firms to invest heavily in R&D, and lastly diverted budgets to handle y2k still pissed off and resorting to mooning the Mass Pike traffic / Jim Willie

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