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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 (5775)	6/10/1998 10:22:00 AM
From: Joseph Beltran	Read Replies (1) \| Respond to of 10921

Jess, Thanks for your informative posts. Please comment on this: What can the IMF do vis a vis the situation in Japan? As far as I can tell the IMF has no "leverage" in terms of terms of recommending or "dictating" market changes or changes in the banking system in that country. As you pointed out, the only thing Japan can do right now is to commit its considerable reserves to propping up the yen but as far as I can tell, they are reluctant to do that because they know -deep down- that it's a losing proposition. As does the U.S. In your opinion, has the U.S. "given up" on trying to get Japan to implement the necessary market and banking sector changes and shifted its attention and efforts to opening up the markets in China nd S. Korea where it can (ostensibly) work with the IMF to institute necessary reforms? regards

To: Jess Beltz who wrote (5775)	6/10/1998 10:33:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

Jess - Any more thoughts on what will be the proximate cause for Japans collapse. I agree that they are getting riper by the minute, but what do you think is going to cause actual panic. (for example: As per previous posts between you and me, the proximate cause for the SEA collapse was currency raiders, and before that Japan's interest rates.) Clark

To: Jess Beltz who wrote (5775)	6/10/1998 10:55:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 10921

Jess, your erudite discussion has helped to educate me to the danger in SEA. Thank you for taking the time! Gottfried