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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Joe Dancy who wrote (1638)	12/12/1997 6:03:00 PM
From: Kent Sarikaya	Read Replies (1) \| Respond to of 2754

Joe, come January the buying is going to start. The bargains are plenty and this wallop the techs are taking is to prepare for the buying with no excuses. Valuations are low across the board and outlook is bright. You know in Universities there is that saying publish or perish for those seeking tenure, well I think the key to manufacturers in Asia is update your plants or perish, or they will really see the meaning of hard times... they can ask our auto makers what happens with what they went through in the 70's and early 80's. American companies are going to reap the benefits. What the Asians don't do the American will. Our companies are set and ready all the way across the board. In the very short term orders to Asia will effect the bottom line, but once companies here see that the Asians are really hurt, then they will pick up the slack and invest for the added needed capcity. It is a win win situation in the mid to long term for us. I think earnings 6 months from now are going to astound the street and quite a few are going to astound within 3 months and a good number are going to astound in January. This should lead to a very exciting time the first part of the New Year. I just wish I had more cash to buy!