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

To: Cary Salsberg who wrote (3965)12/18/1997 7:11:00 PM
From: Jay M. Harris  Read Replies (2) | Respond to of 10921
 
Cary; I must confess I have have been down 60% on my capital many times in the past in tech land. My point is that I DON'T panick!!! I exercise extreme discipline.

I agree with you 100% I have more warning signs on my radar screen than at any time in my whole damn career of investing in semi land. This group is in trouble. i'm increasing the probability of a deeper downturn than 1996 from 50% to 60%. I just upped this same percentage 2 weeks ago! I'm getting very concerned!

Good Luck,

Jay



To: Cary Salsberg who wrote (3965)12/18/1997 7:36:00 PM
From: Justa Werkenstiff  Read Replies (3) | Respond to of 10921
 
Cary: Re: "... but there is a threat of a deflationary slowdown or recession (previously known as a depression) in world economies triggered by the deflationary meltdown in SEA."

Are you saying there is a recessionary threat in the USA from SEA situation? If so, how so? What probabilty do you assign such a scenario?


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