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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Wally Mastroly who wrote (12185)3/2/2000 1:07:00 PM
From: Kirk ©  Read Replies (2) of 15132
 
Like a morgue around here...
Did half the people short QQQ or something?

For the "Pedal to the metal crowd", it has been a profitable three months. Makes me wonder if we are playing the James Dean movie game where they drive their cars towards the cliff to see how gets off last.... or are we investing in technology for a new age and Agilent, COHU, AMAT, HWP, LRCX, MSFT, Intel etc. are STILL better VALUE STOCKS than KO, G, BRKa, etc?

I know where my money is invested.

I would not be chasing technology now as all the mutual fund investors are pouring cash in there. History shows them to be lemmings, but no problem riding the wave higher on technology. This is a great time to look for bargains elsewhere... except for MSFT that was recently on sale. THAT is rare. Warren even bought some! Anyone remember the last time MSFT was more than 20% off its peak? Anyone buy any?

Kirk out
PS We just finished placing all our warrants for another year of cash to run the site. I hear most of the long term holders didn't even want to sell to lock in a quick gain either. Over 900 topics now and ahead of schedule on marketing plan. Exciting times.
Details here: suite101.com
It HWP (now Agilent) it took us over 10 yrs to turn long wavelength fiber optics into a profitable business. Looks like we might do it much sooner with the internet.

Exciting times...
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