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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 (7592)	1/20/1999 2:59:00 AM
From: Kirk ©	Respond to of 10921

I've been trying to document where the bottom was, what events called or predicted the bottom, etc. I believe Intel's investment in Micron (16 Oct 98 suite101.com was key in predicting the turn. Comments? From suite101.com Look for something unusual and Intel investing in an industry that supposidly had a huge glut expected to last several years was this item. A good industry analyst will see this and notify his or her clients. Of course, the big ones paying the big bucks get told first! by the time your broker calls.... profit taking! Actually, this sort of stuff was not seen by many "professionals" as was indicated by the prices we were picking up stocks in the sector for at this time. I actually heard of a new Mutual Fund system today. The guy follows money of "smart individual investors, often those posting in SI" figuring the small, smart investors are not burdoned by politics and stuff investment bank analysts have. He looks for many small trades in undervalued technology stocks. Fascinating! Our purchases the past months are part of some guys fund timing model!