Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (3394)	10/5/1998 7:40:00 PM
From: valueminded	Read Replies (2) of 4634

Bill: While I do agree with some of your posts I think you may be early on your Tech and Bank investments. In terms of the Asian market, I believe it is a good time to begin investing. Sentiment couldnt be poorer and they tend to be net creditor nations, unlike the US. A fund you may consider is TDF. That being said, on the flip side, I believe you are waaay to early on NVLS and AMAT. Sufficient chippies havent gone out of business yet to reduce the overcapacity in the manufacturing side. You may want to consider waiting on AMAT or at least going slow as I believe you will have an opportunity in the low teens in the not so distant future. I noticed you established a new short position. Refr.. Will check it out.

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