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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: Juniper who wrote (3716)12/11/1997 12:47:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
J,

Asian Turmoil: Key cause, IMO, is essentially a banking system gone wrong. Loans made and guaranteed by governments which destroyed the self correcting mechanism of the risk reward system.

Now being corrected by the round of bankruptcies in that reasons. Those that made unwise investments are being allowed the privilege of paying the price.

I believe that the central bankers have sufficient knowledge, experience and resolve to ensure that monetary problems don't spiral out of control. (probability about 0.7)

Longterm for chip equipment companies: nothing has changed.
Now is not the time to increase debt (including margin, selling puts, etc). We're getting back to the valuations that started this thread in the first place.

Cary, How about another list of entry point prices based upon pure value?

Ian.
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