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Technology Stocks : General Lithography
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To: Mason Barge who wrote (715)12/11/1997 12:22:00 AM
From: Trader X   of 1305
 
This thread is a great read.

And I mean that. I find myself agreeing with all sides of the debate/discussion. what comes to my mind also is how much stock prices are created by "perception", rather than reality. Just a few short sunny summer months ago, the perception was overly optimistic. '98 was going to be a banner year and these companies were going to mint money as they revolutionized the wafer industry.

Now, they can do no right. A dense fog has shrouded the scenery so that we cannot even begin to glimpse into the coming year with any assurance. These companys may as well be lepers in the investment community. Rightly or wrongly, this perception is the determining factor in the value of these stocks, not the record revenues that AMAT reported a few weeks ago. That is history. All that matters now is the foggy crystal ball that advisors and institutional managers alike are peering into.

What once was considered a monumental moment for Western ideology, the opening of the East to capitalism and trade with the West, is having it's growing pains now. If the great experiment in freedom survives this test, the next century can be great. But nothing is assurd. The next two years may be the great Unraveling. Very Apocalyptic, indeed.

-Kevin
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