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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 (6538)	8/8/1998 2:14:00 AM
From: Jim Willie CB	Read Replies (6) \| Respond to of 10921

Spiny, you are not only a naive jerk, but insist on putting words in my mouth... round 3 of 15 rounds does not imply 5 more years... this asian breakdown is going to accelerate like all vortexes I also applaud the liberation of eastern Europeans and the continued capitalistic freedom of Asians... but their mindless expansion in copycat style of Japanese economy is precisely the cause of the unprecedented capacity glut inflicting almost the entire technology field... very little Asian economic development has been based on sound financial planning... (pisspoor bank systems notwithstanding) ... they are playing simultaneous catch-up and duplication of the Japanese miracle export machine... they did not have markets 15 years ago, and now they are all dumping supply and capacity on the world markets... you dont get it do you really think we are closer to the end of Asian economic crumble? ... financial markets all over Asia are heading down, soon likely lower than last Oct97... some already lower I believe ... the fact that our tech markets are rallying is totally out of synch with the fact that Asian markets have not yet bottomed !!! ... the 900 lb gorilla is very very shakey right now -- China... personally I dont expect economic growth out of collective Asia for another 18 months at least... really surprised at the shallow understanding of the depth of the Asian problems by so many Americans... Korea is entering national bankruptcy, rioting escalates... entire economies are totally disrupted and even dismantled... China is stalling badly and will not take it much longer... look for that black market to signal change by the way you guys, outstanding articles on Russia and China and Hong Kong... those markets have a keen knack for delivering early Monday morning wakeup calls to New York City... expect another and soon thank you for allowing me to worry about what I want to / Jim Willie