January 1998 Newsletter
Is it El Nino or the Asian Flu
SUPER FAST PHONE SERVICE, 888# SERVICE & E-MAIL SERVICE
SEMICON TOOLS, INC. (OTC-BB-SETO)
NEW BUY RECOMMENDATION II - Payless Cashways, Inc. (PCSH - Current Price $2 1/8)
ASIAN FLU PORTFOLIO
ASIAN FLU PORTFOLIO #2
Summer Portfolio 1997 #1 and #2
S.A.'s $100,000.00 LOW PRICED STOCK PORTFOLIO
PHONE SERVICE
Is it El Nino or the Asian Flu Investors of all shapes and sizes have been discarding technology issues as if we are heading back into the Ice or Stone Age. It has never been a perfect world or for that matter a perfect investment scenario. There are always storms to weather and crisis to maneuver through, but in the end, the human spirit has prevailed.With respect towards investing in the battered technology sector, we are extremely Bullish towards beaten-down issues (many between 50 - 75% during the past few months). The uncertainty develops from the revenues and earnings going forward due to the Asian meltdown. We believes that if long-term is longer than 6 months, that huge profits will be amassed from having the guts to swim upstream against the currents of overdone and emotional misjudgment. A superb buying opportunity exists in such issues as AMAT, APM, SUNW, EGLS, UTEK, CS, WDC, SPCT, TQNT and QNTM. We suggest that investors start to build positions.
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