Comverse Technology Message Board

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 : Comverse Technology

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trader Dave who wrote (956)	12/22/1999 4:46:00 PM
From: Beltropolis Boy	of 1331

TD. your lesson of '99 (i.e., "don't write covered calls") on the AMCC board, brings to mind a recent post from the value forum. this guy, a diehard deep discounter (aka theft), said that shorting a tech stock this year was like getting run over by a train. the same train that is going to derail a mile down the track. source: Julian Robertson in the most recent Barron's. never heard of Julian, but i kinda like what Bill Miller (Legg Mason) said on the valuations of many dot coms: "there's value in these stocks alright. it's just that the value is much lower than the current share price." btw, did you ever take a look-see at NetApp? (un)fortunately, i think i PM'd you on it just before it got NTAPped by the hand of Gilder. i was fairly comfortable with the barely sub-100 P/E, but now that all the Georgies have gotten aboard, it's gone "shinkansen." (just back from tokyo -- that's the japanese bullet train, NN.) to steal your phrase, when does the roach-motel investor sell? NottakenastockprofitallyearbutdidgettheSFSKlatexprobingandtaxlossCM

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next