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Pastimes : Generation Xers--saving and investing strategy
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To: Mike McFarland who wrote (15)10/23/1997 10:29:00 AM
From: Mike McFarland  Read Replies (1) of 100
 
Well, I instead decided to get out of the Philippines, with Hong Kong down so much lately, it seems everybody is skittish and
buying treasuries they say. So, it probably isn't a bad idea to
wait a couple weeks for the dollar to strengthen some more,
and then get back in to some of these developing markets. In
fact, I dumped Malaysia too before I had a chance to lose
much there--MF was trading at a 20% premium to NAV anyway.

Here at home...watching AMD and lurking on that thread...the
cheap machine idea/ P233's may take some share from PII's is
the rationale...but is amd having quality problems tho? How many wafers end up in the dust bin as they go to .25? Will
have to lurk over there some more before I buy for sure. Own
OREM and ASPT...and still in natural gas utilities a little...which
if you have been following the fuel cell thing, could pay off well
over the next few years--home fuel cells might just show up in a
couple years, certainly long before car cells. Watching VRGN,
what is the deal with this omniferon?--is it baloney? Do the
patents Viragen has received overseas mean much? And finally
still following GZTC, sounds very interesting, if you go to the
thread there is a link in the last week that will take you to good
article.
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