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 : Smart Modular - diamond in the rough? -- Ignore unavailable to you. Want to Upgrade?

To: BULL who wrote (1529)	6/3/1998 10:49:00 PM
From: Adelantado	Read Replies (1) \| Respond to of 2020

We haven't been this low since March '96. What's the forward p/e now? Joe.

To: BULL who wrote (1529)	6/3/1998 11:01:00 PM
From: Analog Kid	Read Replies (1) \| Respond to of 2020

Bull- A word of warning....last Oct. I was cashed out of the market when the Asian flu hit full force. I was lucky, I was completely out of the market two weeks prior to the hit. I waited a month for the dust to settle and then decided I would jump back in full force in LARGE CAP techs like CPQ and AMAT. Big mistake...I was hammered. I only bring this up because your reasoning was similar to mine back then. Another way to look at this...the large cap techs have not really dropped THAT much lately. INTC, DELL, MSFT, CSCO.....there is one hell of lot more damage that could be unleased on these guys. Look at the sectors...chips, PC's, chip equipment, peripherals, they are all pointing to slowdowns. Maybe try and find a sector that is experiencing some growth NOW and in the near future. Can you think of any? Good luck.