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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (3082)	10/26/1997 7:50:00 PM
From: Defrocked	Read Replies (1) \| Respond to of 10921

DAK, the following responses are to your accumulated posts. Are you saying you have "invented" this theory (idea)? No, instead of "theorizing" maybe I should have used the word "ruminating". However I can't help but to believe that a possible dissertation topic or two may come out of any Hong Kong spill over effects on other capital markets and the rapid movement of capital seems a likely measure of change. How about the stock market (investors)...when will they be "disciplined" by sudden capital movements??? Or is that what has just begun? Well, that's the overriding question right now isn't it? That's why I bought the puts. I say this because the current credit spreads between corperates and Govt securities are very narrow historically at the "investment grade" level (junk too for that matter) and therefore portend good times to continue...not credit deterioration. Exactly my point. Credit spreads have been very, very narrow and started to widen out during the last week in particular. This observation was anecdotal in nature and whether the trend holds is anybody's guess. Which side of the trade do you want to be on? I have a comment? Why didnt you buy them 3 days ago and save yourself "A BUNDLE"??? Maybe I should have but I'm not clairvoyant. Are you? Why did I even bother to tell anybody on SI is another question? I thought I answered that in my posts. I am a very concerned long and am willing to lose all my put premium if the market rebounds. Good luck to you.