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

To: Proud_Infidel who wrote (6700)	8/16/1998 7:27:00 PM
From: goldsnow	Read Replies (1) \| Respond to of 10921

Russia and Asia are the big part of the reason that Blood is on the Street and perhaps a clue whether the bottom in General and in Chips is near/far Aside from that it has no more relevance than Japanese or Clinton affairs are PS. Most of what you are referring too was clearly OT, no doubt Sorry

To: Proud_Infidel who wrote (6700)	8/16/1998 7:50:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

Should Russia emerge as a neo-fascist power because of its economic problems and start threatening the rest of the world (much as the Weimar Republic gave way to the Third Reich), I guarantee that would have a dramatic impact on global securities markets. Should German banks start to face the same kind of bad loan problems that Japanese banks do, and therefore start cutting back on lending to German manufacturers (like Siemens), that would have a less dramatic impact on global securities, but a more immediate effect on semiconductor and other capital spending. (Remember that Germany has lent fairly huge amounts of money to Russia, in part as payback for German reunification. Because of the political climate, it's possible that the loans were made on more comfortable terms than the German bankers would have otherwise offered. Hence the risk.) At least that's why Russian economic woes have been blamed for last week's market slide. Personally, I'd rather have too much information than too little. Katherine