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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Mason Barge who wrote (4867)	2/16/1998 11:37:00 AM
From: LLCF	Respond to of 10921

I agree, but with the way everything is intertwined over there its hard to know who WON'T be affected. For instance someone was saying the Japanese conglomerates (banks?) are owed like 30% of that stuff? How important is THAT and what are the ramifications? If the Japanese simply stop lending in the entire area what happends? What if the Japanese central bank then lowers rates (is this possible?) to conteract the "crunch" and the Yen plummets ala other Asian currencies? How intertwined are the other supposedly stable countires over there with the bad apples? It looks to me like the Americans should plunge ahead to the sub .25U, 300mm next generation because any products Asia makes that are fungible with its American couunterpart are going to hammer the local producers... isn't this a given and just not showing up in a meaningful way yet? I mean from Auto's to chips...everything. I know their costs are in dollars in some cases and that supposedly will hold up prices but that is an not a sustainable position...ie. a new company borrowing in local currency wouldn't have that baggage... or if the Yen continues down vs the dollar all those companies are brought on line. Just pontificating! DAK