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.
Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?


To: McNabb Brothers who wrote (5584)10/1/2000 3:01:34 PM
From: Boplicity  Respond to of 13572
 
It's very odd isn't it? All these companies having a hard time keeping up with orders not having enough manufacturing space or not being able to get enough components yet we have market that is very on edge and shrinking by the day. The question remains to be answered if wall street thinking that high-tech has peaked and it will only go sideways or down from here is correct. For the time being, some companies will continue to out perform, but it will be harder to have a broad base portfolio till the above is answered. For those the companies the continue to outshine, full valuation will happen faster. So investor will have to be quick to buy and quick to sell. A very hard environment to operate in if you don't have to time to watch. Also, as I mention last week, large funds will have hard time operating in a selective market.

greg