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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Robert G. Harrell who wrote (2254)3/3/2000 3:07:00 PM
From: MGV  Read Replies (1) of 2542
 
Bob,

With regard to your comments on SLR, I think SLR is a bargain depending on your time frame and risk averseness. If you plan to hold it with weak hands, as Paul Klemencis framed his trades, it is not a good choice now.

With regard to your other thoughts - You need'nt worry about Klemencic's ego. In the past 13 months, I have read a number of poor calls by him in this space. As you know from reading other threads, I don't indiscriminately call people on their statements. In Paul's case I take exception to the poor calls in combination with the visible self-adulation he holds.

I read his put down of a poster named Marc simply because he disagreed with him. Marc, unlike me when offended, remained eminently polite.
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