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Technology Stocks : ORFR-ORBIT/FR -- Ignore unavailable to you. Want to Upgrade?

To: Grantcw who wrote (435)	6/22/1998 8:47:00 PM
From: crs	Read Replies (2) \| Respond to of 475

Thoughts, This puppy has been a true pig of a performer. Asia has been a major problem for the company. The company does not communicate very well with the investors. Put your money in GM and get slammed over the next 2 years. The Communist China thing will be aggravated by the Japan thing. Even if Japan announces sweeping reforms yesterday, it will take two to three years to take effect. NO, I am not quoting this from the idiot from cnbc. The yen will not rebound, Communist China will devalue its currency, and U.S. companies will not be able to sell nearly enough products to Japan or Communist China. Asia is out as it always has been. Mega companies will not be able to steer away from the piles of horse crap, that they steered themselves into, as quickly as smaller companies (small caps)can. What comes first, the chicken or the egg? What will happen first after it becomes evident that Japan and China are long term non performers. Will tons of money quit flowing into the market via IRA's, 401K's, mutual funds, private investors, institutional investors tomorrow or three months from now? Or will our economy collapse and will all the wealth dry up right away and there will be no money to put into the market. The cash ratio's will expand to the point that money will flow into the US market at such a rate that, we will see some pretty nice short term returns. The question is can orfr run into, see, and drive itself out of the Asian mess before the average citizen of the U.S.,who truly drives Wall Street, starts putting IRA, 401K, private fund, institutional fund money into cash? Don't forget that the stock fund managers are expected to put the money into stocks (and they have to). Cash fund managers are expected to put the money into cash (and they have to). How savy is the average mutual fund investor? Small companies carry some risk, but how much more than mega companies? I think that small caps get hammered quicker but can rebound much quicker also. So in a business cycle, a small cap may offer several cycles, while GM will offer one giant run up and one giant rundown. If you follow the talking heads on TV and think that larger companies yield safety, then I will laugh at you during the latter part of this business cycle. Good luck. Oh by the way, our President is going to in effect, spit on the graves of the brave souls fighting for freedom, a few years ago in China, for pure greed. Where is the guy standing in front of the tank now? Oh hell, who cares if he is dead. What we free people really care about is the 9000 mark the 10,000 mark and even the all mighty 11,000 mark. Wow!!!!!!!!!!!!!!!! Happy Dreams!