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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Zeev Hed who wrote (7747)	3/23/1999 9:22:00 PM
From: Ian@SI	Read Replies (1) of 10921

Zeev, Re the glasses: If someone can think of it, then sooner or later, it will get built. And this definitely sounds like a device that the investing world sorely needs. ;-) Re Japan: Agree that cutting interest rates was even more futile than pushing on a string given the amount of overcapacity. I haven't paid a whole lot of attention to Japan, but I thought that there was a substantial cut to personal income taxes as well as some multi-billion $ voucher program to put money in the hands of consumers (vs savers). Both of those initiatives should stimulate demand, suck up some of that spare capacity and perhaps get things going again. I also thought I saw some inklings of cutting out the most cancerous parts of their banking system. While I'm not counting unhatched chickens, I did believe that there was more than just a faint glimmer of hope. Ian.

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