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To: shane forbes who wrote (7491)	10/28/1997 8:19:00 AM
From: shane forbes	Respond to of 25814

o.k. so when does this stop? 1. US sees Hong Kong down, therefore US pissed - goes down... 2. Hong Kong goes up, but US not tricked - goes down... 3. Hong Kong pissed - goes down, US - Marlins/Indians. 4. Hong Kong down, US pissed - takes coffee break and then takes day off. 5. Hong Kong really pissed, does the Japanese Sword Thing... 6. US _____________________________ Which brilliant maniac said it was good to invest internationally - that stocks move in opposite cycles - up US, down international and vice versa? Or maybe that theory has a little asterisk for disasters... hmmm... --- You first, no you first, no Sir you first, please you first.... --- At some point the liquidity has to come back in or was everyone, their mother, their mother-in-law and godfather in the US over-extended? OR perhaps it's the institutional folkies who do not know where to park their cash for now. Stock fund - 100% invested - so what? End of Q I'll buy 10 of the best performing stocks for the Q - no one will know I was 60% cash from Oct. 27 to Dec. 19. This sell-off should provide cash for someone - the only question is whether the bond market sucks it all. Don't see that happening unless you see a world-wide depression. Which of course is what the doom-sayers always say at times like this. You've got to be an optimist to invest in stocks. Buffet's got a wide grin... And are the foreigners also dumping US shares? --- a quote from one of the links on SI's home page: I can't believe our Goliath market is felled by a tiny stone throne at it by the juvenile piss ant Hang Seng. --- If you lose 6% thursday, 6% friday, 10% monday and for the rest of the time you lose 3% a day, how long would it tke for you to have 10% of what you started out with? 68 trading days or 95 normal days or 13 weeks, 3 days if you ignore holidays. Plenty of time before I go bankrupt. --- AMAT conference call and Semi-equip BTB next month might be revealing. I think AMAT so far will say no change - these things happened so quickly that it might be awhile before the order cancellations take place. Yet if those companies don't upgrade they are toast. And maybe DRAM will therefore explode because of the lack of production and then everyone will be clamoring for equipment and then the US stocks go back up... Or maybe there is way way too much capacity - even way too much leading edge capacity (like a famous semicon company here - "LIeS") --- good luck...