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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Z Analyzer who wrote (4251)8/26/1998 6:31:00 PM
From: Sam  Respond to of 9256
 
Hi Z and all,
Am out of town, but got to use a computer and get linked to the web for a couple of hours today to try to catch up with what is happening. Pretty depressing. But one nice item which people may have missed provides a slight spark of contrarian hope:
biz.yahoo.com

Will be back in a few days. Hope you all can get some life back in the DD stocks before I return.

Best wishes,
Sam



To: Z Analyzer who wrote (4251)8/26/1998 6:33:00 PM
From: tom pope  Read Replies (1) | Respond to of 9256
 
Just to butt in, there are a number of country funds that trade at a large premium to NAV. In the case of Malaysia where there is a WEB security, this makes no sense - where's the downside to shorting the fund (assuming it's shortable) and buying the WEB?

I think the Thai and Indonesian country funds also trade at large premiums, but in those cases I don't know if there's a shortable proxy.



To: Z Analyzer who wrote (4251)8/27/1998 7:25:00 PM
From: Stitch  Read Replies (2) | Respond to of 9256
 
Z, *OT*

Apologies. I somehow overlooked your query on Malaysia.

I posted a couple of articles re: Malaysia on the Asia Forum that illustrate why I am very bearish on it (and most of Asia) for the time being. In fact I am bearish on anything at the moment preferring to "keep my powder dry" until I can see a turn. These are dangerous times IMO.

Message 5602270

Message 5602459

Best,
Stitch