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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (6977)	9/20/1998 10:49:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

Ian - What happened? Get up on the wrong side of the bed this morning? <g> Clark

To: Ian@SI who wrote (6977)	9/20/1998 11:29:00 AM
From: lrrp	Read Replies (2) \| Respond to of 10921

Ian, I had 3 questions for you 1 in the =deflation event of the industrial revolution- what happened to economic events, ie, was there a worldwide recession; and what happened to stock markets, if you know? 2 What specific evidence of decreased overcapacity would you need to see to make you once again be a buyer of chip equips? 3 what reason could you see that a company as asyt-- is trading near cash when it appears, that alot of weaker players are not getting hit as hard? 4 just an aside---I dont remember this detailed a discussion last year when some of these stocks were high flyers-- this is not a criticism, perhaps I was asleep at the wheel ---I missed the warnings at the middle and the top ( I think at that time the only Asia i ever heard about was a porn star!!)---this is just to note that when better times return( if Im not at the soup kitchen-boy, no one will need a computer then), then perhaps near the top of the next cycle; this thread will be just as active and knowledgeable!! -still doing my own homework--