Ok we'll try something new. I'm not really one for flaming or hand grenades; although I've been accused of blowing hot air on occasion <G>.
WFR - I am still concerned about the VEBA sale implications. They seem to be standing there with a bat on any talks. Obviously semiconductors are made on WFRers, but it seems to me that the possibility exists that there might be a negative effect of the sale on the stock price. For instance, despite improving earnings and profits, the overall stock price stays depressed because of the VEBA sale situation.
SILENCE ON THREAD - I think that one of the reasons that the thread is a bit silent is because of the previous semiconductor focus tendency of the discussion. While it is a "community run thread", your contribution to it has been significant. A number of people that used to discuss matters here probably don't anymore out of respect for your new business venture. I know that I only picked WFR to discuss 'cause I've seen you discuss it on the WFR thread. I respect your efforts in your new business entity as well, and asking about stocks that you cover in the newsletter is sort of like asking for freebie information, so I (we, maybe) don't ask about it because of the fact that we want you to be successful.
However. I always viewed this thread as being one to follow because of the community efforts at picking stocks which leads me to . . .
NEW STUFF (for want of a snazzier term)- Since there is a rather large universe of stocks out there, perhaps there are other tech areas or non-tech sectors to build experience and especially $$$. I remember a while ago you and Jeffrey Mitchell I believe sussing out the D. H. Blair pumping of Entremed and the way that you played that out on the thread was very interesting. There were many discussions about the Y2K stocks at one time, although those were not always so pleasant <G>. One of the areas I am interested in at the moment is the banking sector. It seems to me that it is getting a pounding ahead of the Y2K scenario. Am I correct in assuming that the banks will take off again once the Y2K stuff is accounted for? When is the proper time to purchase? How does one evaluate a good bank from a bad bank? Are banks even something we want to discuss on what has been essentially a tech thread (although I know auto parts were discussed here at one time).
Anyway, I have always appreciated the contributions of the folks that made up the thread. I posted the above in an effort to give my impression regarding the falloff in posting and in an attempt to provide a basis for possible future discussions. My posting was intended to be positive in all of its statements including the lame attempts at humor. Any attempts at attributing negative vibes, taking what was written in a negative way, or being insulted, defensive, or angry are expressly denied beforehand. Anyone may insult my writing style or longwindedness if they wish <G>.
Filbert |
