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

To: Justa Werkenstiff who wrote (4039)	12/20/1997 5:23:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Justa, Thanks. You're probably right, when it's time to make the switch, the S&P would be equally unattractive. I'm generally adverse to carrying any margin; but perhaps, I should consider buying semis low on margin, then paying off the margin loan when high keeping the difference as a core holding... Is there a major flaw to that approach besides the margin interest and the risk that prices will continue to go lower after my margin purchase? Ian.

To: Justa Werkenstiff who wrote (4039)	12/21/1997 12:11:00 AM
From: Investor2	Respond to of 10921

RE: "Abby Joseph Cohen, who has been dead on in her analysis of this bull market, sees 8% growth in S & P earnings. The analysts are just getting around to gauging the effect of an SEA slowdown on the S & P ..." Bob Brinker recently lowered his estimate on S&P 500 earnings growth in 1998 to 4%. For what it's worth, I2