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

To: shane forbes who wrote (5237)	5/1/1998 10:27:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Shane, Agree with much of what you said except the point about poof there goes the R&D budget, hence poof there goes their long term viability If we confine the discussion to the "magnificent 8" that Cary S listed when he started this thread (and their ilk), we're talking about companies with no debt, with $6 to $15 approximately (I haven't checked recently) of cash / share; and generally very strong balance sheets. We're probably in agreement on this point too. I suspect our key area of disagreement is that I know I can't time the market. Thus I won't try. Perhaps others believe they are able to successfully pick the bottom tick prior to entry and the top tick in order to exit. I fear missing out on the next upcycle more than I fear assets possibly being worth a little less for a few months. Each to his own. Ian.