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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (24663)	9/27/1998 4:24:00 PM
From: John L.	Respond to of 70976

I am risking my investment $$$ in small cap semi equips such as ASYT, AGAI and a small semi OAKT. You are probably right many will jump into bonds for securoty, this would have been a good move 12 months ago if you had the foresight. The downside is smaller than the upside at this point in my opinion, I started accumulating in August when I felt after the 500 point drop in a day that we should be near the bottom. I have a 12-18 month outlook so unless problems continue for 9 more months I hope to start seeing things work there way up. I missed the absolute bottom (always do) and there may be further falling if economic problems are not addressed in Japan. Last down cycle I bought in after about 15% move up in AMAT, I decided to be early this time.