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

To: Gottfried who wrote (7422)	12/14/1998 9:56:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 10921

GM, I was going to post on the AMAT thread, then I thought better of it. Asia, especially Korea, is going through irrational exuberance again. The yen is going in the wrong direction. As for the semi eq sector, these are the two countries that I will pay the most attention to for an exit strategy. The probably of a meltdown style correction, in my opinion, is greater than ever. Take a map of the world and tell me where are the bright spots? On the positive side, may be blood will be running in the streets soon. Then everything will be so cheap that it does not take any brains to buy buy buy. Ramsey