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

To: see clearly now who wrote (5820)	6/12/1998 7:23:00 PM
From: Jess Beltz	Read Replies (1) \| Respond to of 10921

Arnold, you may be on to something, albeit very long-term. I believe (and this is sort of an answer to Baird's comments about currency effects as well) that the short-term is going to be everyone's myopic focus right now, and the real short-term question that needs to be answered is (1) is Japan's economy as we know it going to survive, and (2) if so, how? Baird, I think the following in answer to your post: if the currencies continue to weaken WITHOUT destroying Japan's banks in the end, then the uptick in semi sales you're thinking of might come to pass. If the market for debt funds in Japan IS destroyed, it won't matter how much the currencies weaken further, (1) there'll be no money for semi expansion (or anything else), and (2) in the bloodbath that will happen in the world's stock markets associated with such a collapse, the share prices will be massacred anyway. jess.