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 : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (57847)	7/17/2006 3:22:38 AM
From: CalculatedRisk	Read Replies (1) \| Respond to of 306849

For San Diego Real Estate, the Skies Are Not So Sunny Signs of a chill are spreading in the state's hottest market. Care to speculate on the future? latimes.com

To: John Vosilla who wrote (57847)	7/17/2006 6:37:23 AM
From: ChrisJP	Read Replies (2) \| Respond to of 306849

Tech stocks -- I'm keeping my eye on EMC -- maybe in the fall ? I'm not sure, cuz I'm a believer that the real estate bust will spread to the whole economy -- dragging the economy down through 2007 and maybe beyond. Chris

To: John Vosilla who wrote (57847)	7/17/2006 8:23:48 AM
From: Think4Yourself	Read Replies (2) \| Respond to of 306849

OT: I have a large network set up in my home to test networking with different operating systems. Used to have to "beg, borrow, or steal" computers. Now people are trying to unload their old computers on me right and left, powerful computers. Have actually had to turn people down. ANYONE who really wants a computer can get one now, regardless of their financial condition. Put another way, the market in the US for computer technology is saturated. Aftermarket for computer cards might remain strong but can't see the box makers or chip makers doing anything. Even the more desireable laptops are cheap now if you don't get suckered into buying the (just barely faster) bleeding edge technology. China demand is probably going to be the driver going forward.

To: John Vosilla who wrote (57847)	7/17/2006 12:48:12 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 306849

I wouldn't buy tech unless you are sure the company itself is in a secular growth trend (I think there are 3 of these - GOOG, AAPL and AKAM). The rest of the market including the nas is going to 1974 valuations I think. The reason tech looks worse than housing is because many of those were more expensive to begin with. At 70s level valuations though, I would put every cent I had into the QQQs.