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

To: Ramsey Su who wrote (6561)	8/9/1998 11:43:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

History may be interesting and educational, the future is what determines my rewards. ... or ignoring history may lead to a lack of future rewards. Bearishness, like bullishness, gets overdone. As Soros has said, "The market is always wrong." The challenge is merely to accurately determine in which direction early enough to profit. In any case, we should all remember that without both Bears and Bulls, there wouldn't be anyone to sell / buy at a price both parties find attractive. Ian.

To: Ramsey Su who wrote (6561)	8/10/1998 10:44:00 PM
From: LLCF	Read Replies (2) \| Respond to of 10921

Wow, this argument is getting fun... even reading it backwards... I MUST jump in! <You may want to do a little home work and repost your above statement. I do not want to comment on the above because it is so ambiguious and generalized. It does confirm my theory that the bullish camp have not looked into situation in as great a detail as the bear camp.> Anyone else find this amusing? So we're using ambiguous and generalized statements to confirm theories now are we? And one from the other side: <Again, if you had paid attention to the Asian turmoil, you would have realized that uncontrolled growth in Asia is at least part of the reason for the current crisis. Over capacity is not only a problem for the chip industry but also anything from DD to underwear. History may be interesting and educational, the future is what determines my rewards> Gee, sounds like the realestate boom in the U.S. that busted in the early 90's..... what a buying opportunity THAT was! We need no crystal ball to say that the over capacity won't last do we... so who are the survivors and who will flourish... how about some useful information here? After all... I didn't buy last year at 3X todays prices on these stocks... I want to start buying sometime right? Any ideas? DAK