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To: Mark The Trader who wrote (8404)12/12/1997 4:45:00 PM
From: DavidG  Read Replies (1) | Respond to of 25814
 
Mark the Trader,

<<A lot of stocks have priced into them possible lousy earnings
and weak forward estimates anyway, plus your having a year end tax effect going
on. The Asia mess will probably take at least 2 quarters to work itself out
(inventory effect). >>

Don't forget, they also factored in the depression, fab fires, sony bailout and maybe a couple of asassinations...and yes a middle east war.<g>

DavidG



To: Mark The Trader who wrote (8404)12/12/1997 6:03:00 PM
From: Duane L. Olson  Respond to of 25814
 
Mark, Being the Contrarian has served you well.. Going forward, Being nimble could help a bit too, wouldn't you think? Seems to me we were given bad data on the size/scope of the problem, and now the FUD factor appears to be making the selling more indiscriminate.. Do you see it spreading to the less exposed big caps as well?.. dlo


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