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

To: Gottfried who wrote (5972)	6/22/1998 11:48:00 AM
From: Ramsey Su	Respond to of 10921

Gottfried, whats $500 billion when you have $250 billion (approx) in foreign reserves, a few trillion in foreign investments, owns the lion's share of the US national debt, and have 100some million hard working slaves as citizens.... I am trying to guess what sectors will benefit if and when Japan do something to stimulate their economy. Domestic construction, both housing and infrastructure, should be high on the list. Japan's telecom is behind the world. With the upcoming break up of NTT's monopolistic power, the telecom sector should benefit. The financials, with new cash infusion compounded by beaten down so much, should have a rebound. As for the semi industry, is it a sector that they will pour money into? Hard to say. Comments? Ramsey

To: Gottfried who wrote (5972)	6/22/1998 12:58:00 PM
From: nigel bates	Read Replies (1) \| Respond to of 10921

$500bn here, $500bn there, pretty soon you're talking serious money. Nig

To: Gottfried who wrote (5972)	6/23/1998 12:32:00 AM
From: Paul V.	Respond to of 10921

Gottfried, >I just love this thread because reading about "measly $500B" makes me forget about underperformance of my stocks. <G>< I had a professor who said, "the only difference between $5 and $5 B are the 'zero's' added to the right of the $5 and before the decimal.<g> Just think what type of sailboat(s) you could buy with $5B. We'd all settle for a lot less, Right? Now, if we can only buy more AMAT in the low $20's. Hope, Hope, Hope. But, the DW AMAT price chart did reverse up last week to $29 from the low of $26. I am patiently awaiting the DW 10week moving average data and the bpoption % on Wednesday to see if we have some changes upward in this market. Regards, Paul V.

To: Gottfried who wrote (5972)	6/24/1998 9:17:00 AM
From: Mason Barge	Read Replies (2) \| Respond to of 10921

I hope you guys noticed the news from Microsoft this morning. They are discouraging businesses from buying Win98. This is the last update to Win95 and the DOS-derived OS's are going to be completely abandoned for NT-based OS in the future. In other words, NT will be the standard in a few years. The importance of this is DRAM -- WinNT 5.0 will require a minimum of 128mb of DRAM. So I am seeing a big, big proven future demand for the 64 to 256mb generation of DRAM chips. This is a killer app for memory. While Moore's Law (although nobody seems to agree what it is, exactly) applies strictly to CPU power, it looks like demand for RAM is going to grow at 100% per 18 months or 2 years for the near future. This may overstate a little (i.e. it could be 30 months instead of 18 or 24), but the planned growth is looking quite definite. There has, of course, been a school that has been claiming this (with a lot of reason) for some time, but the Microsoft news seems to make it proven rather than hypothesized. The DRAM shops are going to need current-generation equipment, and lots of it, and comparatively soon. This is VERY bullish for semi equipment issues. Moreover, NT requires a lot more processing power than Win95-98.