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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (12276)	11/3/2003 11:19:22 AM
From: willcousa	Read Replies (1) \| Respond to of 95587

OT - Reimportation of Drugs - If this occurs, and I suspect it is too politically attractive not to - The prices in each market will quickly equalize. I suspect that the US market is so large that prices in other markets will be increased dramatically while our price will decline little. The outcry from places like Mexico will be unbelievable. If they get no relief they will void the patents of the major pharmas. Then either the US and European governments will have to get involved to insist the patents be upheld or the development of new drugs will slow. This is a mess waiting to get much worse. It could happen in other industries too once the war gets going. JMHO, Will