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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (16996)	3/4/1998 1:30:00 AM
From: Marc Trombella	Read Replies (1) \| Respond to of 70976

... i am simpley adding two and two together to make an assumption that will either be proved or disproven by the passage of time... There is only one problem with this statement. I know what I get when I put two and two together, 4. This never changes. You say you get an assumption that is either true or false. Basically, you have no fact to some of your opinions. Which is alright, but don't bulls**t the facts and change them to misguide the investors on this thread.

To: akidron who wrote (16996)	3/4/1998 2:09:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 70976

Aki - As you said, your premise is based on the fact that no one wants to loan to the troubled SEA economies. Agreed. But the premise of my argument is that others (US, Europe and Taiwan) will invest to take up the slack as soon as the uncertainty about SEA settles (note that that is NOT the same as SEA recovering). The quote that I posted from Motorola a few days ago is a perfect example of this. They are holding off on new capital plans until they understand whether the SEA crisis is going to spread, and whether Korea somehow manages to find the funds to continue expanding. It isn't that MOT doesn't have the money. It is just that they don't want to poor money into an area where they won't be able to make money (which they can't if Korea continues to over-invest.). Clark