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

To: spiny norman who wrote (6506)	8/6/1998 9:57:00 PM
From: Will Lyons	Read Replies (1) \| Respond to of 10921

Right on! KEYNES shall rise again

To: spiny norman who wrote (6506)	8/7/1998 10:24:00 AM
From: Jim Willie CB	Read Replies (4) \| Respond to of 10921

Spiny, my Asian boxing match began in 1997 give me a break, wiseacre... my current perspective is post-1994 in the latest worldwide economic cycle... perhaps you should begin your clock with the Great Depression dont confuse Asian bourses with Asian economies... some of their economies are a year or more from recovery... the HK bourse has not bottomed (where have you been?)... the Malay and Indonesian bourses will be declining for another year, at least until Indonesia ceases to exit as a nation... Japan is not done with Nikkei declines... China has yet to suffer the full effects of their questionable decision not to devalue and the near catastrophic effect that in unfolding... the price for joining the World Trade Org may be heavier economically and with internal civil unrest than they ever planned then there is Russia, which voted down IMF bailout << the deflating prices of computers, disks, etc brought about by Moore's law is a far greater force than the deflation currently being "exported" from Asia. >> as for deflation, your comments seem incredibly naive... Moore's law is a dynamic force in the computer industry to be sure... the pace of the price declines seem rapid and they are not to be dismissed when making decisions of purchase... and much of our economies depend upon info technology... but get a grip of the world economy!!! I am talking about not just chip prices and disk drives, but the list: paper, lumber, nickel, palladium, crude oil (gasoline, heating oil), grains, electricity, home mortgage, corporate debt, cell phones, longdistance phone, internet access we are in the midst of a world-wide adjustment to unprecedented oversupply in almost every conceivable product type, owing IMO to the unleashing of a couple billion people into the capitalism fray following the fall of the Berlin Wall and Communism, all in concert with the continuation of the "mindless" Asia industrial expansion Asian and New Player expansion does not explain all cost reduction in the world... developed nations can claim credit for some good old fashioned competition and lowering cost of entry my focus is not limited to Asian export of deflation... when the Asian flu first struck last Oct97, my vision turned to Eastern Europe where other rapid expansion is underway... I anticipated Poland, Russia, and other Bloc nations would suffer from mistakes and the exit of Hot Money... Russia hit a couple months ago... Russia is not a card carrying member of Asia, more like 75% Europe you might just be living and sleeping with your computer too much / Jim