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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?


To: Ghassan I. Ghandour who wrote (6907)10/26/1997 2:09:00 PM
From: John Rowton  Respond to of 10836
 
Borl was great, it was a great market, I was short smod, asmlf, covered
on my vlsi ( which I probbably should not have ) and watching my
short of dell start to take hold. I bought more borl and wished
i had shorted cmos which i started to do two weeks ago. if dell caves
i will use the profits to buy more borl. the techs that have had
their runs are getting slaughtered and those that are turnarounds
are holding firm. a friend of mine has a relatively huge position
in iom and is making out like a bandit.



To: Ghassan I. Ghandour who wrote (6907)10/26/1997 3:14:00 PM
From: Paul Corbett  Read Replies (2) | Respond to of 10836
 
Ghassan. Iliked your posts and looked up the charts of the companies you traded.I got "VICR not in database". "Carnage" may not be the best word to describe the makets.."volatility" is probably better. In a volatile market there are opportunities to make money and daytraders must be doing well. (I am not a daytrader).Certainly your purchases of VLSI and BAY will pay off in a week or so.

Interestingly it sems that what grabs headlines is the "one day" falls. For example the HK market fell 18% last week but most on one day (Thursday). If it had fallen at 3.6% per day, it would have had less effect.

Interestingly as well the HK economy is healthy and the HK index is at a level which would have been considered a bargain a few months ago.Most of the European economies are OK (The main worry here is the German Government pushing up rates). The US economy is also sound probably the best it has ever been.



To: Ghassan I. Ghandour who wrote (6907)10/26/1997 4:44:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 10836
 
Ghassan and all,

Something to read: This is from SmartMoney interactive.

smartmoney.com

MONDAY'S MARKET: BLACK MONDAY? NOT QUITE, BUT...

......

Small-cap growth funds are also benefiting from the
Asian crisis, Chenoweth says. For one, their stocks
don't have the Asian earnings exposure that a blue
chip fund does. At the same time, investor dollars
which had been headed to Asia are now finding their
way into these funds. "It's higher risk, higher return,"
he notes. "It's very similar to what happened in 1994
when the peso was devalued. The last half of 1994,
small stocks really started to rally."

......

regards,

BPP(Bipin's partner)