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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Jumper who wrote (8740)	11/20/1997 5:30:00 PM
From: Cynic 2005	Read Replies (2) \| Respond to of 18056

Jumper, Andy Grove says to all Asians to buy computers (with Intel inside, of course) to solve all their (Asians' or Intel's?) problems. Gordon says (did he?) don't put your money in speculative real-estate, but expand your DRAM capacity. The world needs just that, more PC and DRAMs. Mohan says, don't hold your stocks. Take them all and sell them until OEX closes below 700 and S&P below 750, NDX below 500! Heck, I can have vested interests too! -g- -Mohan

To: Jumper who wrote (8740)	11/20/1997 5:48:00 PM
From: Defrocked	Respond to of 18056

Jumper,Mohan: I have the utmost respect for Jim Morgan. His suggestion is quite intriguing, to say the least, but he should probably stay away from running a bank. Or maybe not.<g> I wonder where JM thinks the "lost" real estate money went???ITS GONE! KAPUTE! VAPORIZED! So there is NONE to move into more productive ventures of any kind.<g> OTHO, JM has quite a good idea for Japan and he may be "speaking his position".<g> Instead of recapitalizing the Japanese banks to make up for all those sour, speculative real estate loans, the banking authorities should just shut them down and invest in productive chip making facilities so AMAT can sell more equipment. I like this guy! Better YET! Why doesn't the Japanese government just buy AMAT stock directly instead of betting on chip making facilities that are potentially facing an over-production situation if deflation continues in the Far East and demand for chips/electronics declines. BWDIK. (But now you know why AMAT is still part of my core position)<g>