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.

Technology Stocks : Cabletron Systems (CS: NYSE) -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (4915)	9/6/1998 8:25:00 PM
From: Bald Man from Mars	Respond to of 8358

Your list looks pretty much like mine except CY ... (CY seems to be the only one that is going up, and I don't have it) ... I bought it at 40-50% off their high, and now, it is cut into half again ... My portfolio is down 40% this year ... almost need a double just to break even, and a 25% return a year is respectable, something wrong with this picture ...

To: BWAC who wrote (4915)	9/7/1998 5:10:00 AM
From: BMcV	Respond to of 8358

>>Same here: Going under in CS,LSI,VLSI,PAIR,CY,WDC,LRCX. Throw in some stocks that fell through the margin floor such as CEPH, ALLP, GENZL. And you have a serious recipe for disaster. And I didn't buy at the high or anywhere near. All of these are getting treated like they are going under, trading within a hair of or below their book value. Historic low price to sales ratio, lowest price in 5 years, etc, blah,blah... Nobody cares. Buy Dell. Pile on.<< BWAC, Larry J Share your pain with some of the same stocks. Got in when they looked so cheap to be sure things and still got absolutely hammered. My question now is whether this is an obvious capitulation bottom, or last phase of a dying bull market, with all liquidity getting sucked up by fewer and fewer stocks? I have to believe the former.