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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 147.44-0.6%Nov 17 3:59 PM EST

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To: Robert Douglas who wrote (5017)3/19/1998 5:34:00 PM
From: Ron Bower  Read Replies (2) of 10921
 
Robert,

"blood running in the streets"

IMO - Anytime there's a 'crisis', there should be another company that can take advantage of it.

Companies will be closing down some operations in favor of outsourcing. Look for the potential supplier.

Companies will go bankrupt. Look for the competitor that has a strong balance sheet to buy them out or pick up their business.

Most of these companies have fallen in price (baby - bathwater effect), but some are going to come out of this in great shape.

JMHO,
Ron

PS - I find the recent contributions to this thread to be excellent. It may have strayed from the topic, but each post has definitely been worth reading. I strongly agree with those that feel discussion of economic events and sector analysis is crucial to good investing.
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