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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 (6593)	8/11/1998 8:52:00 AM
From: Ramsey Su	Read Replies (3) \| Respond to of 10921

Mason, Regarding Asia, all you have to do is think about Japan. Throw out some subjects, any subject: yen - not looking good. interest rates - so damn low already, worthless tool. under funded pension plans - big unknown and big worry. trade deficit/surplus - less export, lesser import. people - Japanese not united behind single cause anymore. demographics - population aging, not productive while draining reserves. taxes - too high but so is deficit. bad debt - don't know how much and mounting. Nikkei - breaking 15000 may diminish corp balance sheets more. Now repeat same exercise for China and other Asian countries. Do you see any reason for optimism? Ramsey