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 : Xilinx (XLNX) -- Ignore unavailable to you. Want to Upgrade?

To: L.B.Nguyen who wrote (2093)	12/3/1998 4:45:00 PM
From: uu	Read Replies (1) \| Respond to of 3291

The problem is despite the fact that semis have risen quite a bit from their lows earlier (and which everyone keeps mentioning and advocating as an excellent reason to short the semis), they are still very much below what they were 2 years ago. IMHO, the downtrend cycle is about to end and the next upturn cycle will be much bigger than what we had in 94-96 because of the new internet computing model. Stock prices usually do not reflect the present conditions but rather what would be 6-8 months down the road. Shorting semis at this time is similar, IMHO of course, to trying to stand in front of a train trying to see if the train will stop if it sees you standing there. Anyway, regretfully I sold my XLNX shares too early but I will be more than lucky if I can buy my shares back under $40 (which I highly doubt would happen unless there is a split). Regards, Addi Jamshidi