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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Terry Whitman who wrote (21333)7/7/1998 9:10:00 AM
From: James F. Hopkins  Read Replies (1) | Respond to of 94695
 
Hi Terry; Well par for the course for me is to get in to early,
and then sell to soon. But I already know that <G> I guess each
person has to use a style that fits them.

I play with catching the falling knives, I know lot's of people say
don't do it, but my idea is that it's easier to find the bottom
than the top. A stock can only go to zero, but it can sure enough
more than double. Look at the internet stocks, that to me is crazy
but someone has made a ton of money off them.
Some one will also lose a ton someday too.
Jim



To: Terry Whitman who wrote (21333)7/7/1998 12:09:00 PM
From: Mike M2  Read Replies (1) | Respond to of 94695
 
Terry, the bears on the semiconductor industry would point to the excess capacity which is pressuring margins. PCs and peripherals account for about half of semiconductor demand. The rate of growth in PC sales has slowed dramatically and has turned negative in many parts of Asia. There is no compelling reason for the average PC user to upgrade. This excess capacity will not go away in a matter of months. Mike


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