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%

Nov 24 3:59 PM EST

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To: Ramsey Su who wrote (6594)	8/12/1998 7:33:00 AM
From: Mason Barge	Read Replies (1) of 10921

I agree with everything except the deficit. I think there is actually a hidden capital surplus in Japan (which is being eaten away by the other factors). Yes, there is reason for optimism long-term. The human capital in Asia (and raw goods in a number of countries, including Russia) is good and the booming economies of Europe and the Americas will hopefully prevent the kind of world depression seen in the 30's. If all goes well, we will be able to lead them out of this rather than them sinking us. With some profit in our pockets, of course. You know what's really ironic? The US, now the leading proponent of free world trade, was predicted by various idiot factions (read: AFL-CIO)to be digging its grave. But it's the most protectionist nations that have gone into steep decline. We have pulled WAY ahead of Japan by opening our markets to them, even when they refused to reciprocate. I don't want to make an overly broad conclusion about this, but I am astonished at the excellent results of GATT, NAFTA, and the US's generally restrained attitude towards trade sanctions with Asia.

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