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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: dwight vickers who wrote (19336)1/2/1998 1:40:00 PM
From: Frederick Smart  Read Replies (1) of 42771
 
Dwight: Agree with your recent post.

>>Probably just one more price to pay later, but I still have trouble
getting keyed up about more than a very brief and devastating bout of
inflation. That would have far worse consequences, longer term.>>

As for Rogers comment on Japan printing money, that's what I've expected all along. Gold stocks look like a very attractive investment/hedge at these levels. The whole world "sold" the market down the river in a very short period of time - creating tremendous bearishness. Now the worry is there for everyone to face every day. At any time, the market goes in the direction that pisses the greatest number of people off for the longest period of time. Many bailed over the last two months and will be kicking themselves going forward.

Longer term, however, inflation is the problem which we must all factor in eventually.

These are just my thoughts.
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