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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (5766)	11/26/1997 4:57:00 AM
From: HerbertOtto	Read Replies (1) \| Respond to of 152472

It is past my bedtime, but I'll offer 2 reasons to be at least less bearish... 1. Utility stocks are leading bonds higher. Historically positive. 2. Semi Eqpt , some Semis, some Networking stocks have had bear mkts already. AMAT PRIA ETEC KLIC have shown that peak earnings did not occur in Aug-Sep... unless Dec month collapses. Many Semi Eqpts down 50% or 60% since Aug-Sep highs. Time for some new Intermediate-Trend advances to begin. With new product cycles in Fast DRAM beginning, lots of new testing eqpt is needed immediately. TER COHU VECO ETEC KLAC will benefit for starters. COHU in San Diego will have no weather problems - like QCOM. (pardon my shameless plug for San Diego). <g> As always, part of investing is looking for those babies that got thrown out with the bathwater. If all that isn't enough, just think of Jacobs controlling Gates' access to world communications. - maybe someday. <g> Now that you are cheered up, I'm going to bed. Herbert