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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (1707)1/11/1998 2:19:00 PM
From: H James Morris  Read Replies (1) of 2754
 
This has got to be the place for the strong at heart (meaning this entire Sector). The downside here is the melt down in Asia has blindsided even Wall Street, and even the experts,A can't get a handle on how bad the crisis will effect the USA economy. Although all these stocks look super cheap, based on historical prices, these cos also have never faced a crisis where a good 30% of their revenue customers are in economic uncertainty. So the hard call is (a) do we sell out now?. (b) Sit on the sidelines and see what happens? (c) Jump in and buy all you can afford, knowing that the Asia debacle is only the flu, and the USA and the IMF can fix the sick patients?
Room for thought?
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