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Non-Tech : The Official Guide To GOOFS

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To: Brandon Scott who wrote (58)5/28/1996 1:04:00 AM
From: Paul Weiss   of 3539
 
Brandon-- If I diasagree, it doesn't make me right. In fact, based on my investment history, I wouldn't expect my fiance to listen to my rants. Well, actually she doesn't, but she's got more 4baggers. If I owned one of the quality chip makers I wouuld NOT sell. I would determine which one(s) I liked best and commit to adding to my position somewhere in the next 6 to 12 months (if stock prices continue to fall). My concerns are that these aren't really out of favor. I count the threads on semis, and then try to find any info, anywhere, on retailers and I see a discrepancy. Also I'm worried about earnings decreasing (competition) which either pushes P/Es too high or stock prices lower. But you're only getting my input. If I was a gambler I'd bet someone else has an opinion. P
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