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

To: Ian@SI who wrote (3800)	12/13/1997 10:48:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10921

Thanks, Ian, for adding SFAM. I am aware estimates will come down and you are certainly right that prices could come down further. That is a risk I am willing to take because while the valuations may have not reached previous lows in some of these companies, their valuations are just too compelling to pass up especially during tax loss selling. Then again, I may be operating at a "no-brainer" level when viewing this situation because I started investing a little too early in hindsight <g> but my methodology has left me with more to invest so long as Mr. Market continue to be so accomodating.