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.

Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: dougjn who wrote (12611)	10/30/1997 11:35:00 PM
From: Mitchel S. Untracht	Respond to of 27012

couldn't agree more. i own boeing and many of their suppliers should do well. presently own hexcel. would be curious if any of these would benefit, as do the retailers, from the reduced price of materials originating in asia

To: dougjn who wrote (12611)	10/30/1997 11:57:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Doug, you are right with your picks. But I have a hard time to get out of the techs. I know I would miss the right entry points again. I have done it with Msft, CPQ, Dell, TXN, Cisco. When I look back I would have done better just keeping them without selling and then re-buying. I know all those analysts calls. But to tell you the truth, I don't think they know any better than the rest of us here. Example Intel: One house upgrades it, the other downgrades. I am betting they will come back in November. Let's see what Dell does next week. I still think PCs are going to be bought no matter what analyst's think. I will be slow with new purchases but will buy CPQ and Intc when it looks like the bleeding has stopped. I will look at the drillers again, BA, some financials and with enough nerve - TBR. Sure hope that 7000 doesn't come to pass. Have you been selling? It's too late to worry about COMS. It will come back. I still think it's one of the best networkers with USRX in tow. Sonny

To: dougjn who wrote (12611)	10/31/1997 1:48:00 AM
From: Sonki	Read Replies (3) \| Respond to of 27012

MONEY IS POURING INTO STOCK FUNDS ...NO ONE WANTS BONDS...bullish note: The Investment Company Institute yesterday released final fund net new cash flow figures for September. Stock funds took in $25.8 billion during the month, compared with $14.02 billion the month before. September's inflow was the third- highest of the year and came amid a rebounding stock market. For the first nine months of the year, investors put $176.85 billion into stock funds, compared with $179.14 billion in the year-earlier period.