Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (9886)	4/16/1998 9:41:00 PM
From: dougjn	Respond to of 152472

Ramsey, I have found theStreet.com to be invaluable. It is much more than JJ Cramer, who can indeed be rather grating. (However, I find his particular brand of fairly honest (it would appear) self revelatory egomania to be quite useful in providing insights into how the inside baseball Wall Street trading game is actually played. The site however is a leading net only financial journal. Has a great deal more than Cramer's columns. The one I quoted to you for example. Cramer is an owner and business moving force, and writes frequent columns, but does not editing. Herb Greenburg, of SF Chronicle business pages/ silicon valley whistle blowing/ fame, for instance, has recently come over. Its really a darn good journal online, my opinion. Doug

To: Ramsey Su who wrote (9886)	4/16/1998 9:49:00 PM
From: dougjn	Read Replies (1) \| Respond to of 152472

Ramsey, I agree that Korea is doing the right stuff and is coming back pretty well. Japan has enormous strengths, not least of all its work ethos and social cohesion, and it will be back big time. But they do have a U.S. 30s type problem these days. Too much scared saving. Too little spending and investing. They have to address those problems, in a big way. It won't be so easy, cause their post war prosperity was based to a large degree on huge savings, and American and rest of the world spending. Now they find that they are just too relatively big to live on that alone. Have to stimulate their own consumer society. More. Indonesia strikes me as a real mess. Taiwan in pretty good shape, quite entreprenurial. Korea willing to learn and adapt, and it luckily had a truly reformist democrat in the wings and with lots of hard won stature just at the moment of crisis. Far from problematic, I think the timing of the recent election was very fortunate for Korea. Of course that is only my outsider's perspective. Regards, Doug

To: Ramsey Su who wrote (9886)	4/17/1998
From: Joe NYC	Respond to of 152472

Ramsey, OT The Japanese leaders may clearly understand the situation but how are they going to tell their people that there are going to be some really rough times ahead? I think the prescription is just the opposite. End of rough time. End of hoarding. End of 6 workday weeks. End of depriving yourself of the fruits of your labor. End of forced savings. End of economic nationalism. End economic warfare. Japanese are bright and hard working people. They have been forced by their government to fight an economic war, that didn't exist. Anyway, they lost the war. US has been enjoying the peace dividend in form of free radios, VCRs, Toyota's. The Japanese just never deposited the checks we sent them for all these products. The right thing for Japanese leaders to do would be to open the borders to the imports and ideas. Joe