Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Paul Berliner who wrote (6156)	9/4/1998 11:38:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 9980

Paul, a few hedge fund big boys cashing in the profitable position to meet margin calls on the Russian debt losses. are you assuming there are profitable positions in Japan? The fall from 147ish to 133ish probably triggered a bunch of losses, not profits. However, whether it is profit taking or stop loss, it can explain the yen's strength. The last thing the world needs right now is for the US consumers to stop consuming. A week like this one and dollar losing strength are not helping importers. Reflation, a word that I didn't remember learning in any of my economics classes, is sorely needed but easier said then done. As for AMAT, I think most investors still consider this a growth stock instead of a cyclical, therefore valuating the company using the wrong criteria. AMAT will recover one of these years, but then, it would be time to dump so you won't get stuck holding during times like these. Ramsey