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Technology Stocks : Silicon Valley Group
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To: Ian@SI who wrote (1707)6/29/1998 3:29:00 PM
From: Scott Maxwell  Read Replies (3) of 2946
 
Ian, it sure does help to detach oneself from reality at times like these. It's always amazing to see people who assume a stock selling below book and down 50% is a dog because they bought it higher, while they loved the same company with the same long-term prospects when it was selling at 3x book and just went up 100%. A tremendous dislocation in capital spending like this either means we're going to halt advances in chips for a few years or we're going to see a wild boom in equipment spending 1-2 years out -- wonder which it'll be?
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