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

To: Jay M. Harris who wrote (4200)	12/29/1997 9:49:00 PM
From: HoodBuilder	Read Replies (1) \| Respond to of 10921

Jay, this post actually scared me into thinking that you may actually have some Bullish Semi Blood in your veins. What gives? I thought the sky was falling ;)

To: Jay M. Harris who wrote (4200)	12/30/1997 8:30:00 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 10921

<Slightly Off Topic> Re:The US Leads in the info revolution! For the most part, we are the market share leaders; low cost providers; best global distribution; Am I the only one, or does anyone else break out in the sweats when they hear of the govt. interference in respect to MSFT? From what I have heard of the govt.'s case, they know absoloutely nothing about the dynamic tech sector. IE4.0 is an OS system/browser. For them to come into the picture and begin to tell MSFT how the OS must function is ludicrous and a threat to any of us who have investments in MSFT, INTC, CSCO or AMAT. All of these cos. have market dominance but have achieved it largely through winning consumers over. Does anyone remember how NSCP garnered their ~67% share of the browser market?? Yes, they gave their browser away, exactly what they and the govt. now claim is unfair competition by MSFT. Our tech industry is too important to have some govt. bureaucrats whittle away the lead all of our companies have fought so hard for. I for one am pi***d off and scared of the power of these people(for lack of a better word) in Washington and what the future brings for other cos. who have the misfortune of being successful in the most competitive marketplace on earth. Brian

To: Jay M. Harris who wrote (4200)	12/30/1997 2:08:00 PM
From: cfimx	Read Replies (2) \| Respond to of 10921

Jay, So you expect things to be on the right track in the second half of 98. Why then, if markets discount the future, some say six months out, are we not beginning to see markets begin to discount your less than rosy scenario? And Jay, don't they read all the same stuff you do? You have to admit that, to a certain extent, the prices we see for semi caps reflect an uncertain immediate future? Here's something to ponder. If EVERYBODY is universally bullish with regards to the LONG TERM future of this industry, maybe we need to be more concerned about what COULD go wrong there. But Jay, when do we start to see some fireworks?