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

To: Mason Barge who wrote (6355)	7/23/1998 9:08:00 AM
From: Joseph Beltran	Read Replies (1) \| Respond to of 10921

Brks was not nearly as bad as I expected...they have a great balance sheet and their cash burn rate is not bad....they should be o.k. assuming the cycle reverses in the next year or so... an expert from the crb was on pbs last night and he said to watch the crb index for a break below 200... he stated that the 200 level has held as support for the past 15 years and a break below would signal a new downtrend leg in dis-inflation...he also said that a reversal in that index would be one of the first clues to a turnaround in s.e. asia... regards

To: Mason Barge who wrote (6355)	7/23/1998 10:50:00 AM
From: Ramsey Su	Read Replies (3) \| Respond to of 10921

Mason, if "book" drops to $50 next month and "bill" is $100, does it mean we will have a b-t-b of 2? At some point, reporters better start picking up the real $$ numbers. If new orders dropped to the $900M range for the industry, this is the number to watch going forward. Also, is there a "reliability" indicator for these orders? In other words, how much of these are highly subjected to push outs and delays? Japan has a good old boy leading the Prime Minister race. Korea has about half their debt come due in 12 months or less. They have been begging Japan and US for money but the "news" have not hit CNBC yet. Another round of IMF bail out request should shake out the last of the bulls. Katherine or anyone. I am still curious as to what benefit would copper provide for AMD, INTC, IBM etc., given the fact that the problem is on the supply vs the demand side.