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 150.32

+5.4%

3:59 PM EST

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To: LLCF who wrote (6588)	8/11/1998 12:07:00 AM
From: Jim Willie CB	Read Replies (2) of 10921

David, real question is "has full effect of Asia been discounted in current prices?" I really dont care how much prices have dropped... some of my biggest losses have come from anchoring my relative price gauges to past prices... so what if prices are down 50-60%... has Asia gotten as bad as market believes in nearterm and longterm? I think not quite... US investors largely believe Asia is one country (wrong) with a growth interruption recession (wrong) that doesnt really buy much from US (wrong) and will be back on track peach keen in a few months (wrong) and think doomsayers touting bankrupt nations and destroyed economies are lunatics (partially wrong) just a poor sharecropper's son's opinion / Jim Willie

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