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To: LLCF who wrote (1513)3/18/1998 6:59:00 PM
From: abcde_98  Read Replies (1) | Respond to of 2946
 
Appreciate your reply, David, and have some comments - from everywhere as they're in my head but just spitting them out.

1. ASMLF, as someone mentioned, added to equiv of DOW. Plus
ownership more European (a good hypothesis?) and Europeans
tend to hold (longer term thinking) vs actively trade.
Finally, in Europe a few years back, cam across an article stating that if Dutch co's are not in top 3 in their industry they don;t feel they should be in it - and there is strong support of leading co's in any country.
ASMLF also has a more diversified product line, though haven't done a thorough analysis on ASMLF - just know there's more to it than what SVG has.

2. Posts on Yahoo and SVG - consider it done. Wish there was an umbrella site (stockfever.com - just found today - seems pretty good)

3. ASMLF and shorting -- ooooo. Not so sure about that - has got ahead of itself, but doing so on basis that Korean orders may not come in doesn't make it for me -- in fact someone posted a news story here or on Yahoo a day or two ago stating Korean loans refinanced and extended by Citbank & a few others - so Korean orders may come through - but that would be good for SVG. Haven't followed ASMLF closely and until I do, don't want o go into somewhat unchartered waters.

4. Like to get rid of some other holdings I have which would let me focus on stocks I'd really like to be owning (let myself get talked into holding a few stocks on basis that could get stopped out in one day so why not let it stay - intelligent broker I must admit - and independent of any research house ie. has access to everything, but I have been lazy in thinking broker would look after informing me and keeping up with his tech analysis, as he purports to be doing - bull - I'm doing more but it's taking time as I need a FREE source for data downloads of daily stock prices, etc. There is good charting software out there that's free, but haven't yet found one to do POINT & FIGURE charting - a very useful tool - so if anyone finds such, let me know. It would save immense time if this was automated and I'd be happy to share any of my analyses.

5. Final point (since don't rem any others) re Japan. Come April 1, Japanese citizens can invest outside Japan. Take a guess at the implications for the various parties.

6. One more: yes, analysts going to watch SVG closely. Once you screw up there's a lack of faith, trust, etc until you proe it and you may have to prove it more than once - seen it happen and didn't want to be in that situation - depressing looking at stock being down when market rising and down when market down.

Anyway more later - got a train to catch.