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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (1501)8/15/1998 8:16:00 PM
From: AlanH  Read Replies (3) | Respond to of 2578
 
re:You guys are playing with fire...

IMO, the folks playing with fire are those who have refused to reduce exposure to equities. Lately, I've heard many investors say, "Remain calm, stay unemotional and don't sell..." Such a posture is everything but 'unemotional,' flatters the speaker and admits greed. Those investors which are fully leveraged (or, have little reserves) cannot possibly benefit from downturns, and are exposed to the greatest risk.

Despite the popular belief that 'buy-and-hold' is the best investment strategy, when people lose wealth their behavior and lifestyle is modified: the consistency of buy-and-hold mutates into a more cautious approach -- defying the earlier construct.

My intent isn't to alienate people, rather to assist in a less painful educational process.



To: JRI who wrote (1501)8/16/1998 4:00:00 AM
From: Moominoid  Read Replies (1) | Respond to of 2578
 
IMO, combine this, and the unquestionable strong sales growth to occur in Europe in the coming
years (due to Y2k, the Eurodollar, and undercomputerization)


Take a look at the FTSE, DAX indices... Take a look at UK yield curve.

as well as strong sales growth in Japan

Have a look at the latest issue of Business Week (well the Asian edition which we get here in Aus) on this one - 10% actual unemployment in Japan.

and any concerns about the rest of Asia
are mute....