Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant? -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (4507)	9/23/1999 11:17:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 4697

I agree that margin calls could trigger selling of non-marginable internet stocks, but actually the internet software stocks (where I am mostly these days) have been much stronger recently even than the SOX. In fact many were up today, including SILK, CLFY, COGN, BRYO, HYSL, BOBJ, MSTR, and CARI. I agree that if the market decline continues, and it probably will, this sector will suffer some as well, but do you see a true massacre coming here too? Or are you referring to the internet retailers? Or internet hardware? I was looking to buy some CLFY today, and had a limit order in, but the market wouldn't bring it down to me. Do you think it will? Carl

To: Zeev Hed who wrote (4507)	9/24/1999 9:30:00 AM
From: Bruce A. Thompson	Respond to of 4697

Zeev, I'm not in this right now. I believe we are in for an October massacre. BT

To: Zeev Hed who wrote (4507)	10/1/1999 4:26:00 PM
From: John Cuthbertson	Read Replies (2) \| Respond to of 4697

Once again, I see I should've listened to Zeev. What say the turnips now? ==John C. Bruce, I was not going to wait until $16.5 is breached, I got out today at $17.5. I could be wrong, but I smell a major retrenchment in the SOX (much less, however than the massacre I think the DOT is going to be blessed with). I'll consider going back in once I see how the $14 to $15 area is holding. If it does not hold, we could go to the $12 or so before we resume the uptrend, IMHO.