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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?


To: Kent Sarikaya who wrote (2215)9/7/1998 9:24:00 AM
From: Joe Dancy  Read Replies (1) | Respond to of 2754
 
I agree with you on the small cap stuff Kent. Things may get cheaper, but once the outlook looks a little clearer with regard to Clinton, Russia, Asia and the impact on the economy we should do very very well in smaller companies. You can't buy these companies at the prices they are being offered at now - below book value in many cases.

In any event, here's what I base my opinions on:

Micro Caps Suffer One of Worst Declines in History
bizfn.com

Semis may recover explosively
mercurycenter.com

Rate Cuts May Fuel Equities and Economy:
techstocks.com

I wrote the first and last articles, so take them with a grain of salt.

Joe



To: Kent Sarikaya who wrote (2215)9/7/1998 12:03:00 PM
From: Alan Gallaspy  Read Replies (1) | Respond to of 2754
 
Kent:

Do you really think we can have an orderly rotation out of Coke and Wal-Mart into small cap tech stocks? I sure hope so, as I have stubbornly hung on as I have watched these companies plummet. Talk about a stealth bear market! My remaining fear is that if the nifty large caps go down in flames, everything else will follow with regard to how far they may have come down already!