SI
SI
discoversearch

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 : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (896)12/29/1999 12:08:00 AM
From: Duane L. Olson  Read Replies (1) | Respond to of 955
 
Ian....Some good additions to the boiling pot... thanks. It's interesting that the Fed could be considered responsible for some of both the buying and the selling. They are pumping in so much liquidity into the economy, that some of it just about has to slosh over into the markets. But then they make few bones about the upward direction of interest rates-- perhaps causing a bit of overhang on the market.
So here we are with all those cross currents you have noted, and the Fed pushing things both directions.....makes a person wonder how to make a buck, no?
I'm a bit partial to DPMI, historically, so that's one choice:
siliconinvestor.com
I just picked up some ETEC and TXCC (again), and I'm riding a very long, long-term LTXX position, hopefully for still further gains... But otherwise, I'm letting a lot of cash sit. So my accounts are just as confused as the cross-currents we've been examining.
In a general sense, I think there may also be opportunities overseas, in my favorite small/mid-caps, more of the telecoms, and maybe even a couple of airlines. So the cash isn't going to sit long..
How about your plans, IAN?
tso



To: Ian@SI who wrote (896)12/29/1999 11:25:00 AM
From: Carl R.  Respond to of 955
 
Ian, add to your list of effects for next year plunging profits in Q1 as the inventory build-up that took place this quarter (both in businesses and homes) gets worked off. This may be most evident in falling prices for raw materials and falling interest rates.

Note that I am talking about the economy as a whole, and not about the semiconductor segment specifically.

Carl