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


To: Sam Citron who wrote (3363)11/10/1997 2:19:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Sam,

1. Sorry to hear you're on the sidelines (re chip equipment stocks). first Bill H, now you, soon we'll have a self fulfilling prophesy. :-)

2. Kurlak's outlook: I don't believe his conclusions are supported by an examination of the available data. For example, some companies continued to grow during the last chip downturn (automation); others did not see losses and very few traded below book. This last downturn was less severe, less prolonged and had less impact on stock prices than previous cyclical downturns. So far, at least. [what is the emoticon for "praying" anyway? ;-) )

Best wishes,
Ian.



To: Sam Citron who wrote (3363)11/10/1997 11:13:00 PM
From: Gottfried  Read Replies (2) | Respond to of 10921
 
Sam, thank you for your definition of secular.
Kurlak's piece would make for a good discussion over
a long weekend. <g>

GM