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

To: Mason Barge who wrote (7253)	11/4/1998 6:06:00 PM
From: Stitch	Respond to of 10921

Mason, Thanks for your "bullish signs" post. I waded through a lot of recent posts before finding the answer to the proverbial question of "wheres the beef?". Departing from Shakespeare for a moment a question that keeps popping into my head is whether or not there can be a sucker's rally that is this broad (or deep for that matter) and am concluding we are seeing a clear signal of being in the flat bottom of the U shaped recovery. We could list a number of alarm signals that are still ringing out there. Asia is far from out-of-the-woods (Barton Biggs aside) and I still believe that there are many over priced issues especially on the big board. But for all the reasons you listed so well I share your longer term sentiments and believe it is time to start thinking longer term again. By the way. I was surprised no one called Jerome on his use of the terms "intellectuality" and "prowlness". I hope his investment timing is considerably better then his lexicon. Best, Stitch