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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: George Mc Geary who wrote (19202)	8/8/1998 1:23:00 AM
From: Darth Trader	Respond to of 50167

All systems are "Go" for Monday marketgauge.com

To: George Mc Geary who wrote (19202)	8/8/1998 12:21:00 PM
From: IQBAL LATIF	Read Replies (2) \| Respond to of 50167

George- Thanks for your last few posts- very informative and helpful. Now I would like you to go through this site, we are at a historical opportune time- we may be wrong by two quarters but I see a turn around and that is why I am so bullish on Techs and companies like ALTR's= fabtech.org fabtech.org This shows why I think that turn around is matter of time- fabtech.org I fail to understand that production of most of these products is an art and very capital intensive, I am unable to see that how most of the cheap producers after burning their hands will now be able to bring expensive $'s in new fabs, as supply will reduce the prices will rise so will be the new strong companies emerging as leaders of semi-conductors. I was reading somewhere that in last 10 years top ten US Tech companies capital has increased to 900 billion $'s - Just ten years ago it was expected that Japanese will be the rulers of IT markets their top ten companies shares have shrunk a lot more it is rather stagnant at 80 billion $ what it was ten years back. I have yesterday raised the issue of severe falls in Tech earnings if you compare the two quarters 97 and 98 the second quarter in my opinion these earnings the sample I have highlighted have the potential to increase-- I see by year 2000 the PC market alone to be twice the size we have it now, initially we have suffered due to ASEAN crisis but these devaluations have also become a strangle hold for new investors -- they just don't have enough $'s to spend on new Fabs they have one choice either to improve or get out of business --the decision by Siemens to close Scotish Fab is one good example a new facitlity is being hived to go back and concentrate on core business. I will see the levels in SOX like I saw my Bhumbo levels when people were talking of a reversal at 900. The underlying facts are strong and anyone who thinks that world economic problems will go out of hand as Japan would be unable to fix here problems. I have only one request a wait for subsequent Tanken surveys, Japanese will be able to resolve these structural problems however the real growth is going to come from Europe.