DEC, CPQ, and SQNT...and my Kahuna post for the day.
any opinion regarding Sequent? biz.yahoo.com
...and now for a Kahuna post...
misc bearish links which were over on Roger's 1998 shorts thread
biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com gold-eagle.com
and my response
Appreciate all the links, I'll post them on the Kahuna thread too. Global deflation is looking more like an important phenomenon with each passing day. Hopefully this will not lead to a global recession--SEA is enough, we dont need the oil-producing countries going down the tubes. Gosh, even Norway is at risk with crude so low.
Back on topic, my short is MSFT (tho I just have a handful of puts). However I dread the day Microsoft warns, sure my puts will soar, but it's always sickening when the curbs kick in. Also hard to make money betting against, when you know folks are losing. Saw my pop's growth fund holdings: Dell, Microsoft, Intel, Compaq, thank god his money "manager" has overdiversified him in five funds, only one of which is growth. What kind of a person charges a 1% fee, only to buy funds for his client?! Those so-called money managers are theives, many of them. |