Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joseph Beltran who wrote (5283)	5/5/1998 3:32:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 10921

>>I think any upgrades are way, way, premature<< Excellent link to the Korean Economic Weekly. I bookmarked it. Thanks. But I think more important than "facts" is "perception." Even though you very well may be correct (upgrades being premature), it isn't what drives stock prices. Analysts "jumping on the bandwagon" is a lot more important than what actually may happen. "Perception" is the key. Of course if you have a 5 or 10 year time horizon, then facts do matter. But as a former "long term" investor in the semi-equipment sector for the past 3 plus years, I'm paying a lot more attention to perception! I don't want to keep seeing my investments double, get sliced in half, double, get sliced in half, again and again. This gets tiring after awhile. MikeM(From Florida)