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

To: Gottfried who wrote (7156)	10/21/1998 9:34:00 AM
From: Mason Barge	Read Replies (3) \| Respond to of 10921

<<Baird, it's easy for me to agree with you, especially since... >> Hooboy, looks like I've gone from lone bear to lone bull. Realizing that timing is impossible, for us and for anyone (including the Nobel prize-winning "geniuses" at Long-Term Capital, LOL), I think that analysts (buy side as well as the idiot sell-siders) are watching this sector like hawks, due to the proven potential for spectacular gains. When the btb turns, it may be too late to get the best price,which means the market is going to anticipate increased earnings way, way in advance of the event. The Asian crisis appears to be actually alleviating at this point, at least in the industrialized economies. South Korea, maybe an exception, and poorer countries like Indonesia may have fallen too hard to get out easily. But Japan, Taiwan, HK, Singapore, all starting to show signs of life. The US appears to have weathered the Asian flu at this point, Brazil did NOT collapse, and Russia isn't really a player. The Japanese financial tsunami hit the Rocky Mountains and lost. Realizing that this is hardly proven and might be wrong, and that the stocks are going to rise before the recovery can be seen with any certainty, you have to say that the easy money in this sector is gone. You've got to place your bets before the future becomes transparent, because others are going to run the prices up. I'm in COHU, ASYT, TER, KLIC and looking hard at front-end stocks.