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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (36039)	3/2/2002 9:32:39 AM
From: t2	Read Replies (1) \| Respond to of 99280

Most techs, if not all, are CYCLIC stocks That is my point too. Why load up tech stocks when you have much cheaper non-tech cyclicals? The big buildout of the internet has already taken place and the prospects for rapid growth are not there. jmho

To: Ibexx who wrote (36039)	3/2/2002 2:30:55 PM
From: lh56	Respond to of 99280

ibexx, re: "Most techs, if not all, are CYCLIC stocks." sure, we understand that now. but starting in 1996/7, it was firmly believed tech was immune to cyclicality: there were all these perceived (real or imagined) new markets that would demand constant and increasing supply; prices weren't forming a bubble, they were a logical quantification of the future. i think it may have been john josephson's controversial call in late spring of 2000 that started the gruesome process of waking up from the dream of the 'matrix'. indeed, we were, in reality, just brainsucked podpeople servicing the demons named hubris, vanity and greed. lol. a little overthetop, here. but it's saturday, so, what the hell. i'm still laughing at myself from friday watching my ob puts get filled on qlgc and promptly leaving me in the dust. like a deer in the headlights. roadkill. orwell... regards, l