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Non-Tech : The Critical Investing Workshop

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To: Dr. David Gleitman who wrote (32112)	9/7/2000 9:24:28 AM
From: Jim Willie CB	Read Replies (1) of 35685

supposed experts have been calling for the US economy to show serious slowdown in PC sales for two years now... but it just doesnt happen... enough corporate and home buyers keep upgrading to faster PC's as prices come down at the same time... and servers are using more Pentium processors as components to fault tolerance, subsystems (e.g.Input/Output, communications), and beefed up multi-processors I dont believe for one minute the cowpaddy PiperJaffray report on PC chipsales... that report was bought & sold for future IPO rights by major whore houses plain & simple only problem is that when an investor gets angry, accusatory, spotting collusion, he/she is losing money even while probably right painful couple days, fooled me, but didnt seem to fool a couple people smarter than I am... but then again, they thought a decline would happen two weeks ago... I suppose the selloff was on borrowed time, and happened I bought some on Tuesday and again yesterday but it was small in comparison to other positions / Jim

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