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Technology Stocks : Semi Equipment-Sell when they're singing in the streets
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To: Ian@SI who wrote (159)5/30/2000 11:20:00 PM
From: Pink Minion   of 276
 
Speaking about the past as if it were the only reality today, doesn't add much value for anyone.

Nothing is more repeatable than human behavior. Again, Ian,
I DID NOT SAY DOUBLE BOOKINGS IS HAPPENING NOW.
It has happened in the past and it shouldn't be too hard to figure out why it happens.

...especially if any awareness of today's reality is excluded; or worse, dismissed.

Are you saying "it is different this time"? What have I dismissed? Yes, I know, demand is growing and growing. If this doesn't happen, why are all those analyst on all those conference calls talking about it?

A more helpful dialogue would be based upon an analysis of what's happening now and what's likely to happen going forward.

Sorry if I happened to believe one of the ways to figure out what is going to happen is the look at the past.

Humans must learn from the past so they don't repeat the same mistakes. WHY IS THIS SO HARD? God gave you memory so you could accomplish this task. In the U.S., we have this drug war that is tens times worse than the 20's prohibition. The problems are like a cookie cutter to the past, and the stupid idiots can't figure it out. Just like that era created the Mafia, this era has created the gangs of the Crypts and Bloods. Way to go.

I suspect something else is bothering you about me. I also suspect you are way too leveraged in this sector. Margin is great on the way up but really sucks on they way down.
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