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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (25446)5/7/2000 10:52:00 AM
From: baggo  Read Replies (1) | Respond to of 57584
 
ALL,
f/o stocks have had a great run. Will it continue?
As long as the street continues to reward these stocks w/high multiples, yes. But as we know, sentiment can turn on a dime.
L reminds me of ETEK last summer. Relatively unknown, spastic chart, lots of promise. ETEK began expanding manufacturing capabilities and sold every component they could produce. All excess capacity was spoken for.
L COULD BE at the same juncture. I have utmost confidence in RIPP and management team.
LPTHA- what is she worth? 1 bil 2 bil?
Look at the market cap today.
BAG



To: Rande Is who wrote (25446)5/7/2000 12:24:00 PM
From: George Burdell  Read Replies (1) | Respond to of 57584
 
Article on Lightchip - LPTHA offshoot.

lw.pennwellnet.com

GB



To: Rande Is who wrote (25446)5/7/2000 1:07:00 PM
From: carepedeum2000  Read Replies (1) | Respond to of 57584
 
wow!! now that was some weekend thinking, i am bookmarking that one re-reading it till i fully grasp it, the only part i may disagree with you on is whether the earlier lows hold, i hope they do, but im not sure they will, but we have to keep getting higher lows for the bull to remain intact, i could see a scenario where 3000 is tested and maybe broken before the trend is reversed, but i could also see a scenario where the lows do hold and we stay in a trading range until the upside is broken, i just dont see any clear cut answer at this point, so i think it is better to err on the side of caution, but i have no doubt this thread will pick up the clear direction before the "street in general", in the meantime, i am thinking, looking, watching, and totally agree, this is a traders market only, not a buy and hold market, I'm keeping "light on my feet"
thanks for the input



To: Rande Is who wrote (25446)5/8/2000 1:00:00 PM
From: Joe Smith  Read Replies (2) | Respond to of 57584
 
Rande-- A couple of factors to think about. One is obvious--The election year.

The second is something I've been noticing over the last couple of weeks amongst friends, family and associates. The longer the money stay one the sidelines and the higher the interest rates go, the more attractive it seems to pay down debt. None of us were in much of a hurry to pay down home equity loans, low-interest credit cards etc when we wee getting such great returns in the market. But now that those rates are moving into the 10% range, some of that cash is clearly moving off the sidelines in order to pay down debt. This is great long-term as we will all have more money to invest over the long-term, but for the short-term this means there is less money and less liquidity. I believe that this is just what ALan G wants. As rates go up, we are not only less interested in taking out loans, but we are more interested in paying down old debt. How many out there put home equity money to work in the market? How many are thinking about paying some of that back with profits??? Not only is less money entering the market because money is more expensive, but money is actually exiting the market to pay down debt IMHO. Any thoughts anyone?