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

To: Jess Beltz who wrote (4970)	3/6/1998 10:59:00 AM
From: Czechsinthemail	Respond to of 10921

Jess, Thanks for the news from the front. I tend to agree that Asia may well be worse than people on this side of the Pacific are assuming. The counterbalance will be the infusion of renewed export business for those whose currencies have been dropping against the dollar. But that is its own kind of bad news for US companies. The challenge in translating that into semi and semi equip companies is that they look beyond the valley of the shadow of death to the upturn beyond it. I'm not sure at what point the Asia news will be fully discounted, but I suspect things will be looking terrible when it is. Baird

To: Jess Beltz who wrote (4970)	3/6/1998 11:04:00 AM
From: Tsaen Wang	Respond to of 10921

Jess, when you said the update is not for the weak of heart, you don't mince words. The only thing that I would like to add is that U.S. would not be seriously effected by the Asia until Japan sinks into outright recession. Right now, analysts and talking heads on TV are still optimistic of DOW 9000. My guess is Japanese pols would do everything they can to keep Nikke above 15,000, the threshold below which the bank would start failing. Problem is, they just about run out of ideas on how to go about it. Maybe they should just make Ruben their finance minister. On Indonesia, Yeah, the Suharto clans control around 60% of the GDP, not the 25 you mentioned. I don'y believe it myself. But, that is the figure I read from news.

To: Jess Beltz who wrote (4970)	3/6/1998 4:19:00 PM
From: w0z	Read Replies (1) \| Respond to of 10921

Jess, what are your thoughts on China's proposed infusion of $1 Trillion into their economy over the next three years to offset the Asian contagion? How will they finance this? Seems I saw that this was about 1/3 of their GDP, but I am not certain of this.