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Technology Stocks : Network Appliance
NTAP 114.72-0.9%Dec 3 3:59 PM EST

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To: Allegoria who wrote (5466)11/30/2000 1:10:51 PM
From: tekboy   of 10934
 
Perhaps it is more appropriate to PM each other for further conversation?

maybe, although I've actually found it pretty interesting, since you both make some good points. The basic subject is one that I raised on the Gorilla and King thread last spring, sparking an interesting discussion: isn't there a contradiction in the position of many LTB&H SI types in thinking that we can do successful stock-picking but can't do successful market timing? That is, if we can beat average returns in one way, why not in another?

Not that anybody particularly cares, but what I ended up concluding was this:

Message 13710636

tekboy@fyi.com
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